At Fx3, our focus is to STOP! (Solve The Owner’s Problems). STOP is an approach I take with business owners like you to address the real concerns you face. I see you asking, “why can’t I sleep?” Your business is keeping you up at night. You have these questions:What happens if my business partner or I become disabled or die?Would the business survive? What happens to my family?Do I know where the money would come from to fulfill our buy-sell agreement?Are my most valued employees in danger of being lured away?What would happen to my business if my most important employee suddenly dies or is disabled?Will my retirement plan be ready when I’m ready for retirement?Will my successor have to sell off business assets to make sure my other heirs are treated fairly when I die?How can I leave a lasting legacy to causes I care about?Why are there so many questions? Where are the answers?As a business owner with so much on your mind, wouldn’t it be comforting to know that help is available?Rest easy. We can help. Together, we can explore planning opportunities designed to minimize or even eliminate many of the unanswered questions that might keep you up at night.Let’s get started!You are a small business owner in our Lake Norman/Charlotte community. I see you as: Not the soldier, but the warrior. Not a community member, but its backbone. You are the risk taker, the visionary, the dreamer and the builder. You are the job creator and the opportunity provider for our families.At Fx3, we help, you, our clients, to help yourselves to create cash that is worth its most when you are worth your least, if you: live too long, die too soon or become disabled along the way. The Golden Rule. Imagine with me, how much better off you would be with a tax free retirement plan with less expenses than mutual funds, returns as good as the S & P 500 and income 25% to 40% greater than your 401K. Can you imagine that? Now let's build you your own. My goal is to get you to stop worrying about retirement.
Listed skills include Retirement, Retirement Planning, Estate Planning, Iras, and 18 others.
