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Problems

problem-graphic-2Universal Client Problems

Business Owners’ Greatest Risks – “Everyone has a plan ‘till they get punched in the face.”  Mike Tyson

  • Failure of your business
  • Catastrophic loss of income
  • Creditors
  • Lawsuits
  • Longevity Risk (dying too soon or living too long)
  • Catastrophic medical/long term care costs
  • Statistics say only 1 in 3 businesses will survive into the 2nd generation and 97% will fail by the 3rd generation
  • There will be a $40 trillion wealth transfer from the Baby Boomers to their heirs; are your heirs prepared to receive their share?

3 Fatal Mistakes of Business Owners

Business owners assume that...

  • My business will be my retirement”
  • “My business will not fail”
  • “I’m doing everything I should be doing”

Universal Client Objectives

Business Owner Trifecta – Assure that you have:

  • Sufficient creditor proof assets to survive a “wipe-out” (Financial Independence)
  • Successful business transition upon retirement, disability or death (Business Indep.)
  • Control 100% of your wealth @ death, while passing wealth with wisdom to your heirs and converting all transfer taxes to charitable causes you are passionate about (Controlling ALL of your wealth)

Location

10150 Lantern Road,
Suite 175
Fishers, IN 46037

Contact

Email: Julie Graham 
Phone: 317-577-6900

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