Imagine working with a firm that limits the number of relationships they serve.
This allows us to dedicate our expertise to better serve our clients and their best interests—our entire team working for you and your outcomes.
Most advisory practices aren't built to focus on these three areas with excellence in advice:
How many financial planners or investment advisors have the expertise and time to focus on the monetization of your business, understand what really matters in your life, and manage your finances, portfolio, and taxes?
Entrepreneurs are great at building a business and getting it to the 20-yard line. They are not always as effective at figuring out how to get into the end zone.
If you’ve built a successful enterprise, chances are most of your assets are tied up in your business. Look ahead to your retirement years: Do you have a plan in place to convert your sweat equity into investment capital?
Get the most value by preparing early. Learn how to start planning for an unfettered life when it comes to selling your business, on our latest paper.
The Unfettered Wealth podcast with Eric Tashlein of Connecticut Capital, helps families, business owners, and successful professionals plan for better wealth outcomes. Imagine a lifestyle with certainty, confidence in your team, a clearer "why" for every decision, fewer what-ifs, and your life's work trasnsitioned into personal wealth. Eric will help you identify better wealth decisions, to achieve an unfettered life.
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Why work with an Independent Advisory Firm?
How will the 2020 SECURE Act Affect You?
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