CREATING GENERATIONAL WEALTH
PREPARE YOUR BUSINESS

As the owner of a successful business you have more than just your family finances to consider. We specialize in working with business owners to create integrated financial plans for your personal life and your business; essentially organizing your complete financial life in one place. We create written financial plans for both, with digital and hard copy- so it’s easy for everyone to follow.

BUSINESS EXIT PLANNING
What is your transition plan for your business? When the time is right, will you sell it or pass it on to the next generation? It’s never too soon to start thinking about Exit Planning.

RISK MANAGEMENT
Your business and your family will benefit from insurance strategies that ensure you have comprehensive plans in place for all life and business stages.

ESTATE PLANNING
Have you considered an Estate planning strategy for legacy creation that works in conjunction with your business Exit Plan? If not, now is the time.

BUSINESS RETIREMENT PLANNING
Creative business retirement plans that help with greater tax deferral for a profitable business, increased savings, and greater employee engagement.

TAX PLANNING STRATEGY
Working in partnership with your CPA, we will create a tax planning strategy that maximizes your personal and business income while ensuring you stay on the right side of the IRS.

INVESTING
Let’s create portfolio management and creative asset location strategies designed to create income and growth the right way for your business and your family.
MAXIMIZE YOUR BUSINESS VALUE
BUSINESS & EXIT PLANNING

Most forward-thinking business owners are thinking – ‘What’s next?’ But that single question raises so many more! How do I maximize the value of this asset that I’ve worked so hard to build? Do I want to sell it? How do I manage the transition for the kids to take it on? How do I keep my key employees engaged? Is a 401k program right? Or a Defined Benefit Program?  What is my business even worth today?

We utilize a proven process to help business owners make good decisions as they work to meet their personal and business financial goals – it’s called the Value Acceleration Methodology. Check our Business & Exit Planning page to learn how Modernize Wealth can help you find the answers you’re looking for.

CONSTANT COMMUNICATION

Constant communication is key when have you integrated personal and business financial plans. The once a year strategy meeting advocated by many firms doesn’t work for us. It’s not enough – things can change quickly in business.

When you work with Modernize Wealth, you don’t just have access to one financial advisor. You have a team of three experienced professionals planning and managing your wealth – that means much more accessibility and communication.

Our Wealth Management clients have three strategic planning meetings with us per year:

  • A tax and investment planning and tracking session in January to make sure you and your business are in the best shape possible for tax season.
  • A risk management session in May to ensure your business and personal insurance strategies are all on point.
  • An annual goal planning and tracking meeting in October, to make sure your money is being added to each of your goals properly year after year.

MODERNIZE WEALTH – CONSOLIDATE YOUR FINANCIAL PLANS

Our financial advising process is designed to organize your personal and business finances, and create a solid foundation on which to build generational wealth. The process will give you:

  • Clarity about the role of your business in your short- and long-term financial plans.
  • A clear vision for your future and an action plan to get there.
  • Strategies to automate savings, consolidate accounts, and manage debt on the business and personal side.
  • Business and personal investment strategies customized for your risk tolerance and lifestyle.

CONTACT MODERNIZE WEALTH TODAY

Today is the day to finally organize your business and personal finances under one roof. If you are ready to schedule a no-obligation discovery meeting, or if you have questions you want answered, please email hello@modernizewealth.com or call us at 480.346.1283.