We understand your best investment is your business. Our planning process is specifically designed to help enhance the value of your existing and future success.
Traditional wealth-planning involves multiple tax, legal and financial advisors working on isolated projects, leaving the business owner with the responsibility of seeing the total plan through completion. Each advisor may have the business owner’s best interests at heart, but without a unified strategy, significant planning gaps may exist and become the catalyst for lost time and lost money.
A comprehensive wealth-planning experience uniquely designed by, and for, highly successful business owners. A process that provides clarity and confidence over your total financial picture and expertise that delivers significant value above the traditional client/advisor relationship.
Contact us today to learn more about our wealth planning services for your business.
Investment advisory services offered through AltruVista LLC, an SEC registered advisor. Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431. 1-800-765-5201. AltruVista LLC is a separate entity from ValMark Securities, Inc.