Planning for Business Owners
We understand the passion and energy owners pour into their business and how much time is spent growing their organization. But with so much time being dedicated to the success of the business, sometimes personal finances take a back seat. And often the skills required to generate income and to be a successful entrepreneur are quite different skills from those needed to manage your personal finances. Our BizOwnFIT™ process is built on our years of extensive experience in guiding business owners and helping them build and protect their wealth.
Through our BizOwnFIT™ process, we work with you to balance the demands of your business and personal financial life so that you can achieve financial independence. We provide the expert guidance you need to take you from where you are to where you want to be and make well-considered financial decisions along the way.
Find Your BizOwnFIT™
Our BizOwnFIT™ process helps answer tough questions including:
• Is my investment portfolio aligned with my business and
other financial assets and goals?
• I feel I pay a lot in taxes – what else can I do to reduce my tax burden?
• How do I prepare to exit my business and realize its value?
• Laws and the markets are changing quickly. Are the strategies that I am using still relevant and effective, or do I have any blind spots?
• How can I protect my wealth and business from unforeseen or frivolous lawsuits?
BizOwnFIT™ is led by:
CPA, CFP®, AIF®
Rick focuses on providing wealth management solutions to successful business owners, professionals, and corporate executives in the Atlanta metro area. Working closely with his clients, he helps them address their major concerns: building and preserving their wealth and independence, mitigating taxes, taking care of their heirs, ensuring that their assets are not unjustly taken, and charitable giving.
Senior Wealth Manager
Chris was drawn to the financial planning business because he enjoys helping people make better financial decisions. Financial stress and uncertainty are some of the biggest causes of anxiety for individuals, within marriages and for small business owners. Chris believes much of this worry is unnecessary and can be alleviated through partnering with a trusted financial professional. While Chris loves doing market research and seeing clients’ investment accounts grow over time, the most rewarding part of his job is when he sees comfort on a clients’ face after a discussion. Knowing they are leaving with a better understanding of where they are and what they need to do to reach their goals is very satisfying for him. Chris is encouraged when these discussions lead to actions that can help relieve the financial worry so many investors experience.