Does Your Money Work as Hard as You Do?
I love working with entrepreneurs. I grew up in an entrepreneurial environment and decided to embrace our family legacy and become one again in 2015.
Entrepreneurs often influence many lives beyond their families and employees. The fingerprints of an entrepreneur can often be seen through generations.
Entrepreneurs are some of the hardest working people I know. While they are busy running their businesses, they may not realize that their money may not be working as hard as they are.
Part of our SCORE process is gaining clarity on the complete financial picture, including how our owners pay themselves.
A strategy we’ve used successfully is what we like to call our Social Security SidecarTM. By redirecting ownership distributions to fund a personally owned, guaranteed income account, it acts a little like Social Security. This strategy provides tax deferral as well as providing creditor protection in the state of Texas. In collaboration with our clients’ CPAs, we are able to provide a “family office lite” service model.
Curious?
Let’s talk.
*We not affiliated with the US Government or any governmental agency. Please visit www.ssa.gov for guidance on your individual situation.
Orchestrating Fiscal Harmony™,
Kelly Kunst CFP®
Founder
2022 Five Star Wealth Manager
Once again, I am honored to be named a Five Star Wealth Manager by Texas Monthly. Nearly 4,000 Dallas-Fort Worth wealth managers were considered for the award; ten percent of these candidates were named 2022 Five Star Wealth Managers. Being recognized is always nice, but the real blessing is serving families and helping them on the path to fiscal harmony in their lives.
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