Founders & Solopreneurs
Design your Business to Fund Your Life — Not Trap You in It
Where Wealth Meets Intention® — for the life you’re building next. Turn today's business income into tomorrow's wealth — with tax-smart, intentional retirement & exit planning.
wE WILL HELP YOU WITH
The Hidden Risks Most Founders Don’t See Coming
Unclear on your business value — so potentially leaving money on the table.
When business value isn’t clear, decisions impacting exit, income, and legacy may potentially leave money on the table.
Have not aligned you retirement plan with their tax strategy
Missed coordination can mean higher taxes and slower wealth growth.
Not realizing most exits require 5–10 years of preparation
Because the more tax-optimized exits are thoughtfully designed — not rushed.
Your estate plan doesn’t address what happens to the business if something unexpected occurs
Without coordination, your business — and your family — may face unnecessary risk and disruption.
Your personal wealth is over-concentrated in the business — with limited liquidity or diversification
Too much tied to one asset may limit flexibility and long-term financial security.
Years of hard work, but unaware of your options to slow down, sell, or step away
Without intentional planning, exit options may not be fully optimized to transition from business to lasting wealth.
We help founders design wealth from their business—move beyond
“working in the business”— so years of effort translate into lasting financial independence. True wealth isn’t about revenue alone, but what you
keep, protect, and sustain — so that your years of effort translate into lasting financial independence, not just a paycheck.
Business Retirement Plan Design
Not all retirement plans are created equal — especially for high-earning owners.
We help you design and optimize:
- Solo 401(k) and Traditional 401(k) plans
- Cash Balance & Defined Benefit plans for high-income founders
- Profit-sharing strategies that support tax optimization
- Coordination between business contributions and personal investment strategy
- Integrate into your strategy to support your intentional wealth plan
Case Studies | From $300K in Taxes Due If No Action Taken to Near Zero
Business Valuation & Exit Guidance
Most founders don’t know what their business is worth — and even fewer know what would increase that value before a transition.
We guide you with a Business Wealth Blueprint:
- Regularly assess estimated business valuation to optimize your wealth
- Help you identify key drivers that increase marketability and sale price
- Align personal wealth goals with business exit scenarios
- Coordinate with CPA, M&A and succession specialists when appropriate
- Design a 5–10 year tax-smart exit roadmap — because exits aren’t events. They are intentional wealth strategies
- Help you address major risks to business such as loss of life, disability
Learn more about Business Wealth Blueprint
Exit-to-Income Planning
Selling the business is not the finish line - It’s the moment your wealth must start working for you.
We design Exit-to-Income wealth strategies that answer:
- How much net proceeds will you realistically keep after taxes?
- How should assets be invested post-sale?
- What level of monthly income can your portfolio support?
- How do we reduce risk of concentration in one business?
Learn More
Protection, Risk & Estate Planning for Business Owners
Business risk doesn’t stop at the balance sheet — it affects your family, partners, and legacy.
We coordinate with your legal and tax experts to help ensure:
- Business interests are properly addressed in your estate plan
- Buy-sell and succession strategies align with your personal goals
- Insurance planning supports both business continuity and family security
- Your wealth is protected — not just accumulated — because protecting what you’ve built is just as important as growing it
Learn More
We don’t just manage portfolios. We help you design what comes next because your business should support your life - not replace it.
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Take Your First Step Today.
Experience your wealth the way it should be — integrated, tax-smart, and personalized for you. We invite you to schedule a 30-minute virtual call to learn more.
Virtual calls are by appointment only.
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