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The Four Most Common Retirement Planning Questions

Retirement is a big step, and it can be scary to think about what life will look like after work. But if you’re prepared for this new phase in life, it can actually be an exciting time full of possibilities! This guide will help provide insight on some of the most important considerations to make to help ensure that your financial future is set up for success as you enter this new phase in life.


Women Focused Financial Guide

Are you ready to take control of your finances? We know it can be hard to keep track of all the financial components that go into planning for your future. That’s why we created this guide, so you can get a clear understanding on how to make smart decisions with your money and align them with the life you desire. Whether it’s buying a house or saving up for retirement, our guide will help provide clarity and guidance on what matters most in achieving financial freedom.

The Business Owners Financial Freedom Checklist

Are you a business owner? If so, then you know how important it is to have your financial house in order. You’ve worked hard for what you have and now it’s time to make sure that all of your hard work pays off. That means taking the necessary steps to solidify your business financial plan. This checklist will help provide a better understanding of the important components to evaluate and decisions to make in your business to put your mind at ease, and create more freedom and possibility with your hard earned wealth!

The New Investor Money Management Guide

Are you looking to learn more about how you can get the most out of your money? "The New Investor Money Management Guide" is the ultimate resource to help provide a better understanding of money management, as well as strategies you can implement to get the most out of your earnings and investments. This guide will help you understand how to manage your finances and set yourself up for success in all stages of life. It’s time to take control of your financial future!

Five Things Every Business Owner Must Know About Exit Planning

If you're a business owner, it’s never too soon to start thinking about your exit strategy. The truth is that every business owner should have an exit plan in place before they even begin their company. This guide provided by the Exit Planning Institute will help you understand the importance of having an exit plan and how to create one for yourself. Create a successful exit strategy that will allow you to achieve all of your goals as an entrepreneur while still making sure that your employees are taken care of after the sale.

Know Your Gaps 

Focus on what matters most when it comes to growing your business. It's not just about how much money or how much work it takes – it’s about making the right choices at the right time so that they lead toward growth instead of stagnation. Exit Planning Institutes guide, "Know Your Gaps", will help you understand the gaps in profit, value, and wealth that may be keeping you from your goals. It’s time for a change! With this guide, you can make decisions with more confidence to grow your business and increase your wealth.

The 5 D's

Are you ready to sell your business? It may be difficult to think about, but it’s important to plan ahead and know what steps need to be taken before selling. This infographic provided by the Exit Planning Institute will lead you to some uncomfortable, but necessary answers as you evaluate your business and personal goals. Let us help walk you through all of the necessary steps so that when the time comes, everything goes smoothly and quickly. 

Business Attractiveness Scoresheet

Congratulations! You’ve taken the first step to growing your business. The Exit Planning Institute has developed a tool that will help you prioritize and develop a strong financial strategy for your business. This scoresheet is a great way to measure the salability of your business right now and gain insights into what you need to do make your business attractive to potential buyers. Let us help you prioritize your goals and get you off to a good start!  

Business Readiness Scoresheet

If you’re looking to sell or transfer your company, it’s important that you know what areas of the business need improvement. The Exit Planning Institute has developed this scoresheet which will help determine if your current business is at its ultimate value and highlight the areas where improvements are needed for a successful transition.

Personal Readiness Scoresheet

 If you want to sell your business, then it’s important that you are ready. But many struggle with this first step. The Exit Planning Institute's "Personal Readiness Scoresheet" will help prepare the sophisticated business owner for a happy and lucrative exit from their business. A focus on the business without consideration to personal and family dynamics leads to dissatisfaction. The key is understanding how these two areas work together in order to make an informed decision about selling or not selling your company.

Handling A Divorce Webinar

Getting Things in Order. Learn how to prepare for a divorce with our complimentary webinar.

- Understanding Divorce
- Planning For Divorce
- Planning For Your Future
- Protecting your Interest

How To Replace Your Paycheck Webinar

How Much Money Do You Need to Live Your Dream/Ideal Retirement? Learn how to prepare for retirement with our complimentary webinar.

- Myths Around Retirement
- Turning Assets Into Income
- Taxe Changes
- Fortifying Your Plan

Investment Strategy Quarterly 

You're an astute investor who wants to stay ahead of the curve. We understand that deciphering the markets can be difficult, which is why we've created our Quarterly Investment Strategy. In this report for Q1, you'll read about US economy and equity, Washington policy, Macro uncertainty, Micro opportunities and more. We know it can be challenging to keep up with all the market noise - that's why we're here to help.

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