Gregg Lindquist's Linkedin Analytics

You’ve built a monster of a business… or you’re on your way there. So why are you okay without a crystal-clear picture of what your financial future WILL be? Obviously, you’ve provided well for your family and you’ve already made or are making the impact that you envisioned 20+ years ago. BOOM! You did it. You’re doing it. I want to take a moment to congratulate you on achieving your dreams. You took action. You created this freedom for yourself. For your family. But what’s keeping you up at night? Is the fact that you send over $250k to the government every year? Or worse yet, every quarter? Maybe it’s because you have a year or two’s worth of income (or less) scattered across 5+ investment accounts, and you don’t even know what they’re invested in. You might be stressed because the “retirement plan” you haven’t looked at in over 5 years wasn’t taking into account the proceeds from the sale of the business…wait… Is your business even sellable? And if it is, how do you know if it will provide you with what you need when its no longer paying you a salary? You have money constantly moving in all these different places already… But how does it all tie together? Is it even working? Now take a deep breath…I’ll wait. This is the problem we solve. There is a MASSIVE gap in the financial industry, and business owners like yourself are WILDLY underserved. You don’t need to “do a tax strategy” or “beat the market.” And you sure as heck don’t need some financial advisor who’s going to dive into all your personal finances just to find ways to sell you products. What you need is a team that ADVOCATES for you. What if you understood where every dollar was going? And why it’s going there? What if you were CONFIDENT that every asset you owned had its own specific purpose in alignment with the end goal? This world wants to take your money away from you. We build the world where you keep it. Message me ‘SKY’ to learn how.