When it comes to Entrepreneurship, it takes one to know one. Your business is your greatest asset and income producer. Beginning with the end in mind, that someday you will close, or sell your business is wise financial planning. We want you to know that GuideSpring Wealth Strategies is independently owned and not affiliated with a bank or brokerage firm. This means we are business owners just like you! We know how to advise you on how to maximize your business now and in your retirement planning.
Not all financial advisors are the same:
In 2018 there were 629,847 financial advisors that are Registered Representatives and are employees of a bank or brokerage firm. 1
For the same year, there were only 12,578 Registered Investment Advisors (RIAs), many of whom are often independent business owners. 2
That is less than 2% of financial advisors that walk in your shoes.
Shouldn't you be working with an advisor that is an entrepreneur like you?
Business Tax strategies
- Cash flow management programs
- Key person insurance, buy sell agreements, business valuations
- Owner benefits and exit strategies, often with Triple Tax Protected ™ accounts
- Employee retention and key person benefits
- Coordination and administration between independent CPAs and business attorneys
Profit First Professional Services
- See more money in your pocket starting with your very next bank deposit
- Increased viability with a Cash Flow Management System
- Achieve a quarterly profit distribution rhythm, just like the fiscally elite companies
- Reduce worry of being behind on taxes by having your business take care of it automatically
- Create a business around your life instead of a life around your business
- Make profitability a HABIT in your business
Potential income streams and ways you can continue to contribute to your nest egg while still securing the basic necessities.
1 Finra: Key Statistics for 2018
2 Statista: Number of Registered Investment Advisors (RIA) employed in the United States from 2012-2018