Business Owner Planning
As a business owner, the prosperity of your enterprise plays a vital role in your overall financial well-being.
Therefore, a tailored and all-encompassing plan is essential; one that seamlessly aligns with your personal and professional objectives. We firmly believe that interconnecting these aspects of your life positions both you and your business for greater financial success.
Your Life.
Well Planned.
Retirement plan
review
Cash management
strategies
Develop a strategic
succession plan
Your Business is More Than Just “A Business”
Define What is Important to You
As a business owner, you understand sacrifice, hard work, and the ambition to build a successful enterprise. We spend time identifying your financial goals, values, and aspirations, as well as assessing all of your available resources, including business assets and cash flow.
Integrating Your Business into Your Plan
Your business is likely a substantial asset that will play a significant role in your financial plan. We incorporate its current value, future growth, cash flow, and potential sale into your retirement plan.
Collaborate with Like-minded Professionals
Our team of dedicated professionals with extensive experience in wealth management takes pride in handling the intricate details of your professional financial affairs so that you can enjoy the fruits of your labor.
The Intersection of Your Business and Personal Fulfillment
Your years of dedication to building a successful business will foster a rewarding life, allowing you to explore future investments, leave a legacy, and live comfortably.
Brian, Matt and the entire team were very patient and responsive. I feel like they really took the time to know me, my priorities, and my goals. This is exactly the type of relationship with a financial advising team that I was hoping to build.
We didn’t have all of the pieces put together in a clear picture until our engagement. Now we have a clear plan and a path to success.
I learned a lot about the process of planning for our future and our financial plan was professionally presented. I could see where our assets and income will come from to finance our retirement and what important actions need to be taken for the plan to be a success.
Gary and the WAM team went beyond offering investment advice by truly getting to know our family. This friendship truly enabled the WAM team to personalize our navigation through our working years and now into retirement. Consequently, we have met and exceeded our financial goals, we are living our best dreams, and we are secure in our vision for our latter years. Thank you, Gary and WAM!
