Financial planning for your life and your lifestyle™
As a business owner, you may be skilled in financial planning for the business. You have an aggressive growth strategy and a game plan for how to handle slow months, dips in revenue, shaky investors and other financial risks that come along the entrepreneurial road.
But, while you’re busy planning for your company’s financial success, who is planning for yours? According to Fortune magazine, over a third of entrepreneurs don’t have a retirement plan. While your nose is down building the business, you are losing valuable years that you could also be investing in your future. The two are not mutually exclusive. With the help of a ProVise CERTIFIED FINANCIAL PLANNER™ professional, you can learn how to set your business up for financial success while still putting the right pieces in place for your eventual exit strategy and the retirement lifestyle you want to live when that day finally comes.
Request Your Complimentary Consultation from a CFP® Professional
A ProVise CERTIFIED FINANCIAL PLANNER™ professional can help you develop a plan to build wealth to support your current and future lifestyle. Investing in stocks, 401(k) plans, savings plans, and other investments can build the financial security you need to help you move into the lifestyle you desire.
While we all deal with personal financial risks at points throughout our life, business owners have the added responsibility of taking on business risks. Because your income is dependent on the success of the business, you need an extra set of trained eyes to evaluate your current financial risks and create a strategy that allows you to navigate certain pitfalls without forfeiting your overall financial goals.
A ProVise CFP® professional can help you navigate the business-related risks that could lead to personal-related financial damage. Our strategies will help keep you prepared for what may come and on course for your financial goals.
For many business owners, retirement might seem like it’s a long way away or might not even be something they want to consider. After all, if a business owner is doing what they love, they might not ever want to retire, right? Well, while it’s great to love what you do, this approach can lead to stress later on in life if you ever do decide you want to stop working, if you physically cannot continue to work or if your income from your business is no longer able to provide for your needs.
A CERTIFIED FINANCIAL PLANNER™ professional at ProVise can help you manage the risks of investing in a retirement plan. They can sort through the various investment opportunities to you to help you build a stable retirement plan without putting your personal finances at risk should something drastic happen to the business.
Your business in many ways is your legacy. As a result, you want it to continue to succeed. Whether you are passing it on to one of your children, or selling to a trusted employee or third party, it will not likely continue without planning.
A ProVise CERTIFIED FINANCIAL PLANNER™ professional can help you develop a strategy that helps to ensure that your business can continue in the event of your death. Death creates many financial issues and it is even more complicated when you own a business. We work with you to preserve the company and its value while helping to minimize the potential income and estate tax issues.
Are you a business owner? It’s time to talk to a ProVise CFP® professional about your financial planning
We strive to respect your values and to develop a personalized financial plan that works best for you and your business. Contact ProVise today for a complimentary consultation.
What to expect in a complimentary consultation
A 30-minute complimentary consultation with ProVise Management Group is different from what you may have experienced with other financial planners. In this meeting, you'll speak with a CERTIFIED FINANCIAL PLANNER™.
We want to know more about your goals and place in life than how much money you have in your accounts.
We would be happy to meet you in person at our Clearwater and Tampa offices or schedule a Zoom call.
Here’s a quick snapshot of how our consultation works:
What prompted you to contact us?
Is it a new job with a complex compensation plan, the formation of a new business, a birthday that makes retirement feel more imminent, an inheritance, the death of a spouse or another event?
What are your goals?
We'll discuss your objectives for your finances and retirement and diagnose any potential issues that may be keeping you from reaching your goals.
Here's how we can help
We’ll tell you about us and how we work, including the services we offer and our fee structure. Then, we’ll give you the time and space you need to decide if you want to work with us—and when you’re ready, so are we.
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
Any successful entrepreneur will tell you that it is impossible to do everything on your own. A successful business is one that delegates,...
Starting a small business often requires a “leap of faith.” You will work harder than you ever have to achieve your dreams. When it comes to running...
Working for yourself can be rewarding in many ways. You do not have to answer to anyone else, you decide how you want your business to be run, and...
- About Us
- Asset Protection
- Banking and New Proposed Taxes Webinar – March 20, 2023
- Blueprint sections 2
- Bullet Disclaimer
- Business Owners
- Client Center
- Complimentary Consultation
- Confidential Income Expense Worksheet
- Contact Us
- Debbi Darchi
- Designation Disclosure
- Environmental, Social and Governance
- Eric R. Ebbert
- Estate and Trust Planning
- Evelyn Sheridan
- Financial Planning
- Financial Planning 2
- Financial planning for professionals
- Form ADV
- Form Test page
- Four Ways Doctors Can Save on Taxes
- Four Ways Doctors Can Save on Taxes – Download
- Helpful Resources
- Holly Harman
- Hurricane Info
- IMPORTANT DISCLOSURE INFORMATION
- In the Community
- Income Expense Worksheet Form
- Independent Women
- Jon Brethauer
- Kimberly Adams-DiPiero
- Managed Client Form
- Nancy Croy
- New Client Forms
- News & Insights
- Our Team
- Paul H. Auslander
- Personal Financial Officer
- Peter Seriano CFP
- Philanthropy & Charitable Giving
- Planning Disclosure
- ProVise Planning Experience
- Provise Planning Graphic
- Ready To Retire
- Recognition Disclosure
- Retirement Plan Consulting
- Retirement Planning
- Retirement Readiness Survey
- Review of 2022 and Secure 2.0 Act Webinar
- Russell Campbell
- Sandy Risgaard
- Savvy Events
- Shane O’Hara
- Social Security Webinar – February 22, 2023
- Steve Athanassie
- Steve Csenge
- Subscribe to ProVise Perspective$
- Susan Washburn
- Thank You – Consultation
- Thank You For Contacting Us
- Thank You Planning Packet
- Thanks for Subscribing
- V Raymond Ferrara, CFP®
- Wealth Management
- Who We Serve
- Tampa #2