Here at Investment Strategies, our team is all about making life easier for entrepreneurs. We’re here to help you invest your money wisely and live the lifestyle you’ve built or desire.
Developing a solid investment plan has many benefits. But you need someone who can help you create one and keep you on track. As your financial advisor, we can help you create an investment plan that works for you. We’ll keep you accountable and on track to reach the goals you’ve set for yourself and your business. We will create an investment policy statement for you and your business that will guide your investment portfolio.
Saving is one thing and without a solid strategy and savings discipline, it wouldn’t be possible to invest. To put it simply, investing is making sure your money is working as hard as possible. Our advisors specialize in helping entrepreneurs get the most out of their money through smart investment options. Finding the right place to invest isn’t always easy. Our team is qualified and have years of practical experience under our belt. We can help you navigate the myriad of opportunities available to you in making the best decision. You can rest easy knowing that you get the best options with Investment Strategies.
If you are like many entrepreneurs and have no plans to retire, as you love what you do, we can ensure that your money is working for you as hard as you work for it. If you do plan on retiring, covering all the bases in that transition can be a challenge that investment strategies can provide solutions for so the transition is on your terms. We are here to help you get ready for retirement so that phase of your life doesn’t have to be stressful. We’ll also help you develop a solid succession plan for your business as needed. Our team helps our clients make informed decisions about their retirement, income and lifestyle before it happens.
Our goal is to help you maximize your income, assets and wealth so your future is an enjoyable one.
Families are at the heart of our approach to financial planning. We strive to ensure everyone is looked after when one family member passes. A time like this is highly emotional and you don’t need the added stress on the financial side of things. Planning in advance can make a huge difference on the financial position of the family and can help protect your loved ones. We work with our sister company Propel CPA to structure the most efficient corporate structures in our estate planning to streamline the process for you.
As a firm only focused on entrepreneurs we look at the total picture from a entrepreneurs point of view. We’ll help you get the appropriate plans in place.