Transform
Business Wealth
Into
Personal Wealth
Request a free copy of the "Transforming Business Wealth Into Personal Wealth" and discover how to increase your tax savings while simultaneously generating guaranteed, lifetime, retirement income.
"Building a business is about building the lifestyle you deserve."
Tony Manganiello
Best-Selling Personal Finance Author
3-Time
Inc. 500 Executive
Multi-Million Dollar Business Builder
When it comes to building a business... the numbers can feel like they're stacked against you.
When you've reached the point where your business is finally successful, and generating a consistent, dependable, profit... you face a new mountain to climb.
The mountain of ensuring, or rather, guaranteeing, your future beyond your business.
When you stop and think about it. The main reason your business has become successful is, well, YOU.
If you think you can simply sell your business when you're ready to walk into whatever your definition of retirement is, consider what that means.
While you may be able to "cash out" and simply walk away, that would require someone with quite a bit of cash who will pay what you believe your business is worth.
Additionally, many business purchases involve a buyout over a period of time. What that means is the buyer has to be as good, or better than you, at continuing the success of your business.
Do you really want to take that chance?
There are strategies you can execute that minimize that risk. After all, if you sell your business, don't you want to relieve yourself of the stress involved in its continued success?
Believe It Or Not - No Risk Involved
Recent years have already taught a valuable lesson. Placing years of hard-earned cash you'll depend on when you're at your most vulnerable in an environment we can never hope to control is unwise.
What's the alternative? Simple...
The funds you're going to count on during the years of your life when you're at your most vulnerable must be guaranteed!
It's possible to discover exactly what your retirement income could be before you even start the plan. Not only will you know what retirement income will be, that amount is guaranteed for life.
When the market behaves like the market, you'll be able to sleep well at night because it won't affect you at all.
That's the type of guarantee your blood, sweat, and years of risk and sacrifice deserve.
We do this for tax reasons among many others.
However, once your business becomes successful, that success technically belongs to the business, not you... at least not you personally.
It doesn't seem fair. But you already know "fairness" in business can be a slippery slope.
The key is to transform as much of your business wealth into personal wealth. Personal wealth that guarantees you and your family guaranteed lifetime income.
GET INSTANT ACCESS TO THE REPORT
TRANSFORMING BUSINESS WEALTH INTO PERSONAL WEALTH
The Business Owners Blueprint to A Prosperous Retirement
BOOK YOUR CALL
Schedule a time for a quick chat to find out more.
Your time is critically important. Wasting it is NOT on the agenda.
As a fellow business owner, I know your time is valuable, and respecting that is something you can count on.
Tony Manganiello
Best-Selling Personal Finance Author
3-Time Inc. 500 Executive
Multi-Million Dollar Business Builder
Frequently Ask Question
Most accountants aren’t aware they’re available. Since 1974, When ERISA was enacted, the focus was directed towards defined contribution plans like 401(k)s, and defined benefit plans were lost in the shuffle.
Getting your accountant involved is recommended, as it’s important for them to understand the advantages for obvious reasons.
No employees, no problem. A defined benefit plan is a fantastic way to transform your business wealth into personal wealth even if you don't have a single employee.
No. But if you do, we can talk about whether or not combining them makes sense. Many times adding a Defined Benefit Plan to an existing plan creates a very powerful result.
There’s just a simple form that needs to be completed. Once we have that form, our team of administrators who have been doing this for over 50 years will get to work generating the numbers that you’ll use to make your decision.
No. We’ll explore the minimums, the maximums, and any point in between to determine a comfortable contribution that hits the sweet spot.
Not a dime. The process if completely free. Why? Simple. Most of the time the numbers are so compelling, starting a plan is a no-brainer. We won’t put any obstacles with dollar signs in the way of that.
Call (602) 833-2939
Email: [email protected]