Areas We Can Help
The world of investments is ever growing and evolving, and we’re not just talking about economic trends. With the consistent introduction of technologies and new investment strategies, the opportunity for profit grows, but so does the complexity. We take pride in clearly explaining and navigating the often foggy landscape of investment management and its relationship to the goals and objectives of everyday Americans. We help our clients understand the mechanics behind money management, the fees involved, and the risks and opportunities present.
We do not offer legal advice. We do offer guidance and insight that accompanied with your estate planning attorney can help avoid unnecessary tax consequences and family disputes. Whether we are working with business owners or employees, understanding your specific situation and identifying areas you are susceptible is key to a successful and fulfilled retirement life. Once we identify areas that have been ignored or just not adequately addressed, we work to find the right attorney for our clients to create the estate plan that truly addresses all of our clients concerns, fears and dreams.
Business Ownership Assessment & Transition Planning is essential to our owner clients. What factors are you considering when you plan your eventual exit from your business? Taxes (we’re sure), sales price (we’re very sure), family dynamics (maybe), company culture and employees (maybe), your spouse (less sure), your mental acuity (even less sure), your identity and purpose when you’re no longer the owner of _____ Company (doubtful), or how you will stay relevant in your own mind in retirement (got you thinking now?). All of this integrates with the financial metrics that tell us the best way for you to transition your ownership to the successor owners. What are your BOAT plans this weekend?
VALUE DRIVER PLANNING
Value driver planning is in itself a creative practice. It requires finesse, strategic structuring, and, in many ways, empathy. At the end of the day, your business and its worth is profoundly personal. In such matters, attention to details almost always yields the most fulfilling results. How to motivate and inspire employees. Where to focus investments during the high growth years. How to set the business up for the most successful exit based on the owners targeted timeline. How to best protect the company from unexpected events during those high growth years. We examine and counsel our clients through these questions and much more.
Retirement Planning is a little bit like the Wild West. There’s a lot of potential, but the advice can be convoluted and vague at best. Creating a retirement plan involves intellect, creativity, thoughtful listening, and leadership. A successful plan requires collaboration and flexibility. Community Whealth advises individuals and families, business owners and executives, and entrepreneurs.. We seek to protect our clients from unnecessary risks, unexpected events, macro-economic shifts, and guide them through a disciplined and opportunistic approach focused solely on achieving their retirement goals and needs.
The internet, software, and technology are so pervasive that we can’t remember having ever lived without them. They make our lives simpler, but behind the curtain are fluctuating challenges in protection and monetization; challenges that our firm stays two steps ahead of. We’ve helped engineers, inventors, gaming startups, and entrepreneurs develop, license, sell, and maintain ownership over their creations. We’ve also negotiated purchasing and partnership agreements for larger investment companies looking for their unicorn.