FPA Owner Transitions

What Makes Some People Successful and Others Not What is success?  I define it as achieving a desired lifestyle with financial security combined with an infusion of cultural traits like stability, happiness, humility, mindfulness and public service. How can you become successful in life? Education. This is an ongoing, lifetime endeavor.  We should never stop… Continue reading Defining Success

It is amazing what you can accomplish if you do not care who gets the credit. - Harry Truman

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?

We must learn to live together as brothers or perish together as fools. - Martin Luther King, Jr.

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