Learn how we can be a team-player for…
For Business Owners, Individuals & Families
There are many areas of your life that you need to protect. Unfortunately, finding advice to address all of these areas can be a time-consuming and confusing process. We serve as your financial architect by uncovering your “financial blind-spots” and providing resources to ensure a proper financial foundation.
We want to help people make smart financial decisions…
How?
We do this by being proactive and holistic. We believe that embracing these two values allows us to provide you with the best advice possible.
Our Qualifications
Advisor’s Resource Company was founded by both a Certified Financial Planner (CFP) and a Fellow of the Society of Actuaries (FSA). Through our years of experience in the financial services industry we have developed strong relationships with vetted specialist who allow us to provide you and/or your clients with the best advice possible, even if we are not experts.
As your financial architect, we help to build a team filled with the expertise you need to succeed. We work with your current team of advisors; we do not try to replace them.
Our Network of Advisors allows us to provide advice in the following areas:
Corporate Structure
The corporate structure you choose influences all aspects of your business – from your day-to-day operations, to taxes, to your own personal asset risk. Establish a foundation and ensure the tax burden is appropriate to the size and nature of your company.
Risk Management
A business or individual will never reach financial success if assets are improperly protected.
Protection is a necessity for every family and even the smallest company in order to protect and maintain its financial health.
Taxes
Tax planning strategies allow business owners and individuals to minimize, or even eliminate, taxes. While taxes may seem steep, there are many credits, deductions, and provisions with the tax code that benefit business owners. The key to taking advantage of these offerings!
Investments
Savings are important for everyone, but especially if you’re a business owner. When it comes to choosing the right type of investments, ensure your portfolios match your risk profile. Owning a business is so risky, don’t take the risk in your retirement.
Exit Strategy
Establish a plan to ensure the business continues without you. An exit strategy provides the owner with a way to reduce or eliminate their stake in the business. If the business is successful, an owner stands to make a substantial profit.
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