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(623) 255-5180
20325 North 51st Avenue
Suite 134
Glendale, AZ 85308

Business Owners: Custom Financial Planning

Custom Financial Planning for Business Owners

As a business owner you've spent years of your life building and creating your vision. You may have started from the ground up or may have taken an existing business to new heights. Now is the time to take your business to the next level. Our mission is to help you reach your optimal level of success and the lifestyle you deserve.

Can We Help Your Business Increase Cash Flow & Reduce Taxes?


Now that your business has come this far our analysis could help you increase cash flow and increase the financial efficiency of your operations. Consider the following questions.

  • Would you like to increase your cash flow and free up more of your time?
  • Are you paying too much in taxes?
  • Are your Assets Protected from lawsuits?
  • Are you interested in learning methods that will allow you to transfer assets from your business to your personal balance sheet at a significantly lower tax rate?
  • Are you overpaying for your business insurances and group benefits?
  • Would you like to retain your most qualified employees?
  • Are you planning to sell your business and want to get more for your life’s work?
  • Would you like to pay less tax when you decide to sell your business?
  • Have you ever considered taking your business public?

We Can Help!

As fellow business owners we understand your unique needs. We respect that your time is very valuable and that you may have numerous people vying for your time. That is why we have designed a streamlined process that will allow us to evaluate 20 points of your business to determine if your business has inefficiencies that can be improved upon to increase cash flow, reduce taxes, and protect your assets. In fact, with your time in mind we will work with your current trusted advisors or assistants during our information gathering process so you can utilize your time elsewhere. From experience we find that most businesses have inefficiencies that owners don’t even know exist. This is due to the fact that all successful business owners spend their time on the core focus of the business and not the minor details that we delegate to others. That is why using a team of professionals whose main focus is to help businesses and families optimize their financial balance sheet will increase your future rewards and help us achieve our joint success.

See how our Wealth Management System For Business Owners could benefit your business.

Contact us today in Glendale, Arizona at 623-255-5180 so we can get get to work for you.