{"id":12,"date":"2020-12-14T23:32:51","date_gmt":"2020-12-15T07:32:51","guid":{"rendered":"https:\/\/wealthwise.wpengine.com\/business-owners\/"},"modified":"2024-04-08T11:38:37","modified_gmt":"2024-04-08T18:38:37","slug":"business-owners","status":"publish","type":"page","link":"https:\/\/wealthwisefinancial.com\/business-owners\/","title":{"rendered":"Business Owners"},"content":{"rendered":"

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Business Owners<\/h4>\n

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Meeting the Unique Financial Needs of Business Owners<\/h1>\n

As a business owner, you are looking after the best interests of your company and employees but you also need to look out for yourself. That is why we integrate your business and personal planning to come up with strategies that will mitigate your tax liability, maximize your retirement plan, and develop an exit strategy.\u00a0<\/span><\/p>\n

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Strategies For Business Owners<\/h2>\n

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Our simple process makes it easy to get started!<\/h2>\n

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1<\/p>\n

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Articulating Your Vision <\/h3>\n

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Our financial planning process begins with us working together to articulate your vision of the future. <\/span><\/p>\n

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2<\/p>\n

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Navigating the Risks <\/h3>\n

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Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score. <\/span><\/p>\n

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3<\/p>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_font_size=”16px” header_text_color=”#14374c” header_font_size=”20px” header_line_height=”1.3em” header_2_text_color=”#14374c” header_2_font_size=”20px” header_2_line_height=”1.3em” header_3_text_color=”#B88769″ header_3_font_size=”20px” header_4_text_color=”#14374c” header_4_font_size=”20px” header_4_line_height=”1.3em” header_5_text_color=”#14374c” header_5_font_size=”20px” header_5_line_height=”1.3em” header_6_text_color=”#14374c” header_6_font_size=”20px” header_6_line_height=”1.3em” custom_margin=”||10px||false|false” header_line_height_tablet=”” header_line_height_phone=”1.7em” header_line_height_last_edited=”on|phone” header_2_line_height_tablet=”” header_2_line_height_phone=”1.7em” header_2_line_height_last_edited=”on|phone” header_3_line_height_tablet=”” header_3_line_height_phone=”1.7em” header_3_line_height_last_edited=”on|phone” header_4_line_height_tablet=”” header_4_line_height_phone=”1.7em” header_4_line_height_last_edited=”on|phone” header_5_line_height_tablet=”” header_5_line_height_phone=”1.7em” header_5_line_height_last_edited=”on|phone” header_6_line_height_tablet=”” header_6_line_height_phone=”1.7em” header_6_line_height_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Creating a Legacy<\/h3>\n

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Everyone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=”on|phone” _builder_version=”4.16″ background_color=”#f8f9fa” custom_padding=”36px|40px|80px|40px|false|true” custom_padding_tablet=”|30px||30px|false|true” custom_padding_phone=”|20px||20px|false|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”START YOUR JOURNEY” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#8f8d5f” button_font=”PT Sans|900||on|||||” custom_margin=”||||false|false” custom_margin_tablet=”40px||40px|0px|true|false” custom_margin_last_edited=”off|desktop” custom_padding=”20px|24px|20px|24px|true|true” box_shadow_color=”rgba(143,141,95,0.39)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”off” box_shadow_blur__hover=”20px” box_shadow_vertical__hover_enabled=”off” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Feature” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][dsm_lottie lottie_url=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/trio-watering-coins.json” lottie_animation_viewport=”100%” _builder_version=”4.16″ _module_preset=”default” positioning=”relative” horizontal_offset=”-442px” width=”200%” module_alignment=”left” custom_margin=”||||false|false” global_colors_info=”{}”][\/dsm_lottie][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”80px||||false|false” custom_padding_tablet=”0px||0px||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

You started a business to pursue your passion and freedom. We’ll help you grow and protect it.<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#7C7800″ divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#7C7800″ locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ header_4_font=”PT Sans|700||on|||||” header_4_text_color=”#7C7800″ header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Designing for Success<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font_size=”16px” text_line_height=”1.8em” locked=”off” global_colors_info=”{}”]<\/p>\n

Let us focus on your retirement plan and financial planning so you can focus on your business.<\/span><\/p>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”Talk With an Advisor” button_alignment=”left” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#BA8748″ custom_margin=”30px||||false|false” custom_padding=”10px|20px|10px|20px|true|true” box_shadow_color=”rgba(186,135,72,0.5)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”on” box_shadow_blur__hover=”40px” box_shadow_vertical__hover_enabled=”on” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#ffffff” next_background_color=”#ffffff” _builder_version=”4.16″ background_color=”#f8f9fa” custom_padding=”120px||120px||false|false” top_divider_style=”wave” top_divider_height=”180px” bottom_divider_style=”wave” bottom_divider_height=”60px” bottom_divider_flip=”horizontal” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”PT Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Strength of Small Business Owners<\/h2>\n

Small business has always been an integral part of the U.S. economy and growth. There are over 30 million small businesses which account for 99% of all U.S. businesses. Small companies create 1.5 million jobs annually and account for 64% of new jobs created in the United States.<\/p>\n

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Business OwnersMeeting the Unique Financial Needs of Business Owners As a business owner, you are looking after the best interests of your company and employees but you also need to look out for yourself. That is why we integrate your business and personal planning to come up with strategies that will mitigate your tax liability, maximize your retirement plan, and develop an exit strategy.\u00a0Strategies For Business OwnersOur simple process makes it easy to get started!1Articulating Your Vision Our financial planning process begins with us working together to articulate your vision of the future. 2Navigating the Risks Your risk profile is a key component of appropriate asset allocation. We ask you to complete a risk tolerance questionnaire and establish your risk score. 3Creating a LegacyEveryone has a vision of a personal legacy. We help you create a living legacy to carry out your vision.

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\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>You started a business to pursue your passion and freedom. We’ll help you grow and protect it.Designing for SuccessLet us focus on your retirement plan and financial planning so you can focus on your business.Strength of Small Business Owners Small business has always been an integral part of […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":20,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-12","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/12","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/comments?post=12"}],"version-history":[{"count":0,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/12\/revisions"}],"wp:attachment":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/media?parent=12"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}