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As an entrepreneur you’ve courageously decided to choose the road less travelled. You decided that the life of an employee was not the life that you desire to live. Your days don’t end when you “punch out” at 5pm after an 8-hour workday. Your life is not separate from your business because your business is an extension of who you are. Your decision has provided you with great potential for rewards, but it also means your financial situation is not like the average person. You weren’t trying to be different, but you realized that your deep-seated desires and values couldn’t be fulfilled by any other means but entrepreneurship. You have deep desires to build a legacy that even your closest friends aren’t aware of. At times you lay in bed at night and wonder what will take place in the future. You ask yourself questions that include: • What will happen to all that I’ve built? • Will I be able to enjoy the retirement that I’ve dreamed of while still providing a legacy for my loved ones and/or charitable causes dear to my heart? •Will all the sacrifices that I’ve made and the sweat equity that I have invested in my business be remembered? You have realized what few have come to experience, the fact that its not merely about the money but rather about your LEGACY. • What will yours be? • Will you be one who generated admirable income but didn’t take the necessary steps to create lasting and impactful intergenerational wealth? • Will your great grandchildren know who you were because of the lasting impact of your legacy? • Will your name be a generational monument esteemed by your family? My clients come to me when they: ☆ Are looking for strategies to grow their wealth tax efficiently. ☆ Realize that they prefer to give their wealth to their loved ones rather than the government. ☆ Desire tax efficient strategies to fund their retirement. Through working with me, my clients are empowered to: ☆ Significantly reduce their lifetime tax bill. ☆ Optimize the net value of their estate. ☆ Optimize their retirement income. ☆ Create a legacy to be remembered by their loved ones. You've worked too hard to see your wealth eaten away by taxes, let me protect your legacy while you live the life you've always dreamed of. Send me a direct message here to book your introductory call so that I can learn more about your specific desires.
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