Mando Sallavanti III, CFP®, CEPA, ChFC®'s Linkedin Analytics

Everyone talks about “building wealth,” but for successful entrepreneurs, that advice often feels generic, disconnected and built for someone else. You're making real money. You’ve scaled your business. But now, you're asking deeper questions: ➔ How do I keep more of what I earn, legally? ➔ Is my wealth actually protected if something happens to me? ➔ What’s the most efficient way to transition this business… and when? Most financial advice doesn’t speak your language. It’s built for employees, NOT founders. It focuses on 401(k)s and mutual funds, not liquidity, control, and tax leverage. That’s where we come in. As the Financial Quarterback for entrepreneurs, I help you: ➔ Reduce tax drag through legal, advanced tax and estate strategies ➔ Coordinate your financial world by aligning your CPA, attorney, and other advisors under one cohesive strategy ➔ Protect your business and family through contingency planning and estate strategy ➔ Build true freedom with a roadmap that separates you from the day-to-day and sets your legacy in motion One client said it best: "We weren’t just wasting money, we were wasting time trying to coordinate it all ourselves. Now we have one plan, one team, and total clarity." When you work with us, you stop wondering if you’re missing something. You know you’re doing the right things for YOU... today and 30 years from now. 👉 DM me “TAX” to see what a more innovative strategy looks like for your business and wealth.