Are you doing as well as you could be?
As an owner, you're already forced to wear lots of different hats just to keep the business running, but creating the lifestyle and the retirement you want out of the business you've built - this is more than just another hat to put on.
There are more details and complexities in your wealth than there is time to manage it all. That's why we find many owners don't realize how much better they could be doing financially.
When the proper time and expertise are applied, you can begin to channel capital from your business to build up reliable retirement income, consistent cash flow and long-term growth. We provide the steps to do just that.
"It's not what you make, but what you keep,
that matters. To help close the gap between
the two, it takes a coordinated approach."'
With an integrated approach, opportunity presents itself.
Owners have distinct financial needs in a range of disciplines. Not the least of these is tax, which is at the root of most liquidity and cash flow challenges.
We work with your current accountant as well as our own network of wealth planning specialists to create tax-efficient income from the revenue and sale of your business. In addition to specialized solutions and a strong investment track record, we also provide tools and online platforms to help you gain clarity quickly.
Our services and features include:
Cash flow and investment tax strategy coordinated with your CPA
Premium financing for tax-free retirement income
eMoney online platform providing a real-life picture of your wealth
Segregated accounts for customized investing
GeaSphere Analysis System designed to select well-researched, stable investments
Estate planning integrated with your wealth strategies
401(k), defined benefits and insurance structures to help build your retirement
"Opportunity has little to do with luck. We work to
make sure all the pieces are in place to maximize your
opportunities for growth, tax savings and cash flow."
The GeaSphere Planning Process
There are a lot of moving parts to your finances, but if you're able to look at them all together, opportunities present themselves to grow and save your wealth. Our process is about finding opportunities to improve your cash flow now and through retirement.