Plenty of Money, No Time
“Time is the most valuable asset you don’t own. You may or may not realize it yet, but how you use or don’t use your time is going to be the best indication of where your future is going to take you.” -Mark Cuban
Most successful entrepreneurs become highly liquid and have exceptional cash flow once the engine gets going. They are engulfed in their own business but tend to lose sight of their finances – or at least how to optimize them.
Expenses get wildly out of control, they are exploited by vendors, make poor investment decisions in other operating businesses, or end up sitting on excessive amounts of cash because they don’t have the time to figure out what to do with it.
I’m a Professional Investor
Our clients recognize that they are not professional investors. While they may have exceptional ideas and a knack for identifying and executing on profitable ventures.
They appreciate the wisdom that comes from vetting and performing due diligence on both public investment offerings, private business opportunities and real estate deals. We help keep the emotions out of the deal.
“The lawyer that represents himself has a fool for a client.”
Problem: Everyone wants to sell you something.
How often do you get pitched new business ventures, investment, insurance and other financial products?
Do you really know which ones are appropriate given your life’s circumstances?
Most people have at least a handful, if not several dozen financial products that they are sold over time – everything from insurance to investments and bank products. We act as a fiduciary and do not sell you financial products.
We instead act as a gatekeeper to make sure that you implement only the financial solutions that are appropriate given your needs.
I already have an Attorney, CPA and a Team.
We often find existing professionals who have grown with you over the years tend to have become complacent in their roles – and with your affairs. They are focused more on new client acquisition than identifying ways to save you time and money, protect or grow your wealth. Our clients often have administrative staff in their operating businesses managing components of their financial lives that they are not particularly qualified to handle.
Frequently, due to this complacency, with a few changes we can enhance the strategies being utilized and provide oversight to your financial life for a fraction of the cost.
With or without your existing team, we will work towards building commonality and harnessing the teams objective with a focus on maximizing the benefits of your wealth.