wealth

Preserving Wealth is under your control and power. The entire legal industry is built on the idea of managing risk and protecting your wealth from others. Setting up a business entity that will protect your personal wealth from unforseen problems that might occur in your business operations.

Creating a Will and Trust and advanced plans to identity how your assets will be distributed when you are gone while providing you with the opportunity to secure that wealth for generations. I like this one. Lately, when people come in to do their estate planning, I ask them if they realize this isn’t their plan. It is the plan for the kids, or friends or whoever. I get funny looks. The plan is a future plan and they won’t be here. The real question is are those receiving the plan ready for it and what actions can be taken today to be secure in the knowledge the plan will work.

Knowing how your business will transfer to future owners whether inside the family or not. Having proper insurance to make sure that you and your family are protected against any of life’s uncertainties. Making enough money and having enough money so you don’t have to worry about whether you will be able to pay the rent or the mortgage or the utility bill. Security is being in a position to be able to say no to temptations that are not in your best interest. Security is a platform on which wealth preservation can be constructed.

In the Security Step of our Business and Wealth Strengthening system we make sure the business owner has solid foundations and security so they will be ready to move affluence and have more in their life.

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