A privately-owned business is not a Legacy. It is a wealth generation tool. Your Family and your Life are your Legacy. If you remember this adage you can plan more effectively for your future retirement. In Steven Covey’s book “The Seven Habits of Highly Successful People”, he emphasizes to always begin with the end in… Continue reading Are you Understanding your Legacy?
Category: Exit Planning
Quote of the Day
We must learn to live together as brothers or perish together as fools. - Martin Luther King, Jr.
Focus on the Outcome
The conversations that matter most center on client outcomes and relationships. Markets change, regulations change and there is always some new shiny object to chase. Here at FPA Wealth Management, we help business owners assess their readiness as it pertains to transitioning from ownership into retirement. Most owners are not ready! Owners all too often… Continue reading Focus on the Outcome
Quote of the Day
Nurture your mind with great thoughts. - Benjamin Disraeli
A Guide to Estate Planning
Good legal documents are the foundation for an estate plan. For a business owner, this takes on added importance. By better understanding common estate planning terms and documents, you can gain important insight into the role they can play for you and your family. Will – This is a document that takes effect at death. … Continue reading A Guide to Estate Planning
FPA Owner Transitions 