Philip Evenden, Cfp, Clu Email & Phone Number

I help business owners monetize their life’s work and pay less tax through proven, predictable planning and strategiesEntrepreneurs creatively fix problems while making a profit. But that profit can be diminished or even lost to management error, market forces, high taxes and investment mistakes.With all the risks you assume when you own and operate a business, doesn’t it make sense to mitigate the risks that you do have some control over?The problem is that most business owners don’t know what they don’t know when it comes to truly reducing risk, and traditional planning misses a lot of opportunities to maximize wealth and minimize risk.There are 6 Critical Themes that every business must get clear on and plan for if the owner is to maximize the wealth potential of their business.Our proprietary WealthMAX Process identifies areas that need attention and the action steps to set things right. We also work with your accountant and lawyer to be sure our collective work is aligned to your goals.If you want an Action Plan that is clear, with deadlines and accountabilities for each item or phase of change required, you need a process that will take you there and not miss anything.Learn more at www.planwithintegrity.com

Listed skills include Entrepreneurship, Strategic Financial Planning, Leadership, Management, and 23 others.