Wealth management for owners, from an owner.
Fiduciary. Fee-only. Owner for 20 years. Sold a business.
Sound familiar?
These are questions owners and busy professionals bring to me. I’ve asked a few of them myself.
How much should I pay myself, and how much should I leave in the company?
We look at what the business needs to run, what your household needs, and what your CPA sees on the tax side, then set a plan you can follow.
I sold the business and it got quiet fast. What do I do next, and how bad is the tax bill?
I’ve been there. First, we lay out the proceeds, the tax picture with your CPA in the loop, and what you want the next chapter to look like.
I make good money, but I don’t feel like I’m getting ahead.
We look at where your money actually goes and what you’re working toward, then build a plan that connects the two.
My income is high and so are my taxes. Am I missing something?
We go through your tax return and your accounts with your CPA in the loop, so you’re both working from the same picture.
If something happened to me, my family wouldn’t know where anything stands.
We put a clear record of your accounts, the plan, and your key contacts in one place, then bring your partner and heirs into the conversation so they know where things stand.
If one of these is on your mind, let’s talk it through. No prep needed.
The Problem
An unorganized financial world.
Assets in one place. The plan in another. No one quarterbacking. Unclear what to do next, and what not to do.
Too much in one place.
Success
With Brad, your financial world is organized.
Now your partner knows where things stand. So do your heirs. Your CPA and attorney join the conversation when it matters. You stop carrying it alone.
