Keep More of What You Earn
Discover better ways to keep more of what you earn, and multiply (as well as protect) more of what you keep with Advanced Tax & Legacy Planning Strategies for Small Business Owners
Your Business Financial Adviser
“When it comes to tax & legacy planning, business owners have two options: The cookie cutter default plan that everyone uses, OR the plan they design. The 2020 pandemic showed us what can happen when we rely on the default plan. So, why not try designing a plan that works?”
Our Planning Process Makes Life Simple
Step 1 — Complimentary Consultation Meeting(s)
Step 2 — Collecting & Organizing Financial Documents
Step 3 — Identify and Analyze Problems, Map Out Solutions
Step 4 — Organize and Deliver Implementation Checklist
Step 5 — Provide Ongoing Support, Advice & Guidance
Step 6 — Review Progress. Revise As Needed. Resume & Relax.
Strategies Designed For Successful Business Owners
Advance Tax Planning Strategies
Insurance | Investments | Business | Planning
Utilize personalized financial strategies tailored to your unique goals and vision. Gain access to non-proprietary, best-in-class financial tools available in the marketplace.
Legacy & Estate Planning Services
Last Will | Trust | Charitable Gift
Secure your family's future with comprehensive estate planning services designed to protect your legacy for generations to come.
Growth Planning Strategies
Optimize the Exit Value of Your Business
Plan for a successful exit or succession with confidence and secure your financial future.
How We’re Paid and Why
ADVISORY FEES
Advisory fees are paid by clients for advisory related services, such as financial planning and holistic wealth management.
Our service model allows for flexible fee arrangements, including hourly rates, annual flat fees, and assets under management (AUM), with the latter being most common.
COMMISSIONS
Commissions may be paid by any company whenever their products are purchased by clients, such as with insurance.
We operate as independent brokers of these products and are not captive to any one solution or company. Advisory clients are not obligated to purchase products through us.
Why Not Fee-Only?
We believe an advisor should have access to all the relevant tools available to best serve their clients. We also believe that clients should be empowered to utilize whichever services they desire from an advisor, and in any way that BEST serves their needs. Conflicts of interests are mitigated when an advisor is able to use the best solution available in the marketplace.
It’s not the most sophisticated way to run a financial practice, but it’s a simple, common sense way that best serves the clients we work with.
Taking The Next Step
Ready to begin the next chapter in your financial journey?
The next step starts with having a conversation to see how we might work together.
Connect With Me Beyond Work
Looking to Connect About Something Else?
If you’re a wholesaler, agency, issuer, community leader or organization looking to connect with Jimmy Ray, please share your information and Jimmy will reach out when available.