Are you a Corporation Owner?
I’m not an accountant. But we do speak the same language.
You need your team of professionals working towards your goals together.
You want to work with someone committed to your success.
You want investment strategies based on evidence, financial decisions made with data, personalized money coaching, educational resources to empower your financial literacy, unwavering support, and straightforward, transparent pricing.
Expert Money Management
You want an expert you can trust to manage your money correctly.
Constant Improvement
You want someone working to improve what you are doing now. The investment landscape, tax law, and best practices change rapidly. You need someone who can keep up.
Decisions Based On Evidence
You want decisions made on the evidence, not someone’s gut feeling.
Integrate My Personal Finances With the Corporation
You want to learn at your own pace while knowing you are making good decisions you won’t regret as your knowledge grows.
Ongoing Financial Planning
You want someone who will keep up with your life changes and will tell you when decisions need to be made.
Transparent Fee
You want a transparent fee. There are no backroom deals or motives other than getting you to your goals efficiently.
Financial Planning Designed for Corporation Owners
Running a corporation comes with unique financial complexities: balancing corporate and personal finances, optimizing for taxes, protecting assets, and planning for the future. It’s easy to miss opportunities that could significantly impact your wealth.
Common Challenges Corporation Owners Face:
- Navigating complex tax scenarios to maximize after-tax wealth
- Efficiently withdrawing income from your corporation
- Balancing reinvestment in your business with personal financial goals
- Protecting your business and personal assets from unnecessary risk
- Ensuring a clear, reliable path to retirement
How I Help Corporation Owners with Tailored Financial PlanningHow I Help:
I specialize in helping corporation owners like you navigate these challenges by:
- Developing tailored, data-driven financial strategies unique to your corporation
- Providing clear, actionable advice to minimize taxes and maximize growth
- Implementing risk-managed investment portfolios designed to protect your wealth
- Ensuring optimal strategies for income withdrawal, retirement planning, and asset protection
I am an accomplished retirement planner, but since I started to learn about corporation owners it’s almost like an entirely different industry. I hate that corporation owners are stuck with advisors who don’t know what they are doing. They miss out on even basic benefits like income deferral or tax-efficient asset location between the corporate and personal portfolios, let alone the bigger items like Individual Pension Plans and well-constructed insurance policies.
I strongly encourage you to reach out if you don’t already work with someone specializing in corporation owners; you may be paying more tax than you need to and leaving money on the table.
Financial Planning for Corporation Owners.
What Does it Cost?
For most clients, we charge an annual fee based on the assets invested. This fee covers both our financial planning and investment management.