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At the heart of your work – you don’t go to work to make money for a business, you go to work to provide for your family and community. Let’s plan together to do that in the least cost, least taxed, and least risk way. I work with owners at all stages of the business cycle, from assisting the new business owner with establishing sound financial foundation to ensuring smooth business succession and transition into retirement.
Ideally I work with small businesses anywhere between one and one hundred employees. Regardless of industry or company size, many are faced with similar concerns – effectively managing their business’ financial strategies and developing opportunities that benefit both the owner and employees. Your business is your single greatest financial asset. Optimizing the strategies of your business is the most powerful thing you can do to help obtain your life-long sufficiency and legacy.
In order for you to understand your financial picture and make decisions in your best interest, here’s what to expect in our conversations
The start of our conversation begins having a conversation about the financial decisions you have already made and what you are trying to achieve. Before we go anywhere together, its imperative for both of us to have an understanding of where you are right now.
We shift our focus to creating financial strategies that allow you to get to your preferred destination – while reducing risks, taxes, and costs. In our conversation, strategies override product.
As we stride towards creating your desired financial future – we will work to make sure that the plan works under all circumstances. A great long term plan isn’t ‘set it and forget it’, we review your financial picture annually ensuring we continue reducing risk, taxes, and costs.
Let’s have a conversation about the strategies that allow you to maximize your financial resources. Secure a time on my calendar or give me an email below.
Let’s have a conversation – in person, on phone, or web meeting. Use the form to reach out or use the link to secure a spot on my calendar.
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Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 12345 University Ave, Suite 200, Clive. IA 50325. (515)-457-1276. PAS is a direct, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Financial Architects, Inc is not an affiliate or subsidiary of PAS of Guardian. 2020-106347 Exp 08/22.
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