Confidence. Control. Certainty.
Get Control of Your Financial Future
The key to your financial success starts with your relationship with a financial advisor who understands your business. As a registered investment advisory firm, we maintain a fiduciary relationship with our clients. This means we are always required to give advice in your best interest. Because we take this responsibility very seriously, we provide a comprehensive financial plan that includes recommendations tailored to you to ensure you keep advancing towards your financial goals.
The Econologics Roadmap
Strategies to build wealth now and for retirement based on your goals
Financial policies and procedures to increase your knowledge and competency
Strategies to safeguard your legacy and protect your assets from loss
Tools to become debt-free and improve your credit
Ways to foster a viable, profitable and expanding practice with a known transition strategy
Tax optimization strategies
Want a closer look?
Here’s what your custom plan will include:
Econometry® Analytics and Metrics
Numbers don’t lie. Take the guesswork out of your financial plan with financial statistics built for you as an owner.
Debt Elimination Program
Understand how to leverage productive debt for your benefit and eliminate destructive debt with a schedule that works for you.
Tax Optimization Strategies
Keep more of what you make. Learn about deductions which can save you thousands every year.
Wealth Building Strategies
Learn the method of building multiple income sources outside of your practice. Apply the investment strategies which provide predictable cashflow.
Financial Beast KPI’s
Find out what the Top 1% of financially successful practice owners are tracking to measure their success.
Practice MaxValue Checklist
Your transition will be the biggest financial event of your life. Preparing your practice to transition is done at every phase of ownership
Strategic Planning Checklists
Based upon working with over 500 practice owners, these checklists are designed to provide peace of mind with all the steps needed to provide financial security.
Asset Protection Strategies
Don’t let a lawsuit wipe out years of wealth accumulation. Learn the basic strategies of how to protect what you have created.
Future Income Analysis
Take the guesswork out of how much income is needed to live the life you want to live.
What Our Clients Have to Say
Measure Your Level of Financial Confidence
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Are you confident you will meet your financial goals for retirement?
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Do you know what metrics to look at to ensure you are getting the maximum potential out of your practice?
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Are you certain that the actions you are taking now with your business and personal finances will result in financial success you desire now and in the future?
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Do you have an advisor who is actually meeting with you throughout the year to make sure you stay on track with your financial goals?
- These are just a few of the questions that you should be asking yourself. If you answered “no” to just one of the questions, you probably don’t have the right financial plan to fit your needs.
Are you confident you will meet your financial goals for retirement?Measure Your Level of Financial Confidence
These are just a few of the questions that you should be asking yourself. If you answered “no” to just one of the questions, you probably don’t have the right financial plan to fit your needs.
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Are you confident you will meet your financial goals for retirement?
-
Do you know what metrics to look at to ensure you are getting the maximum potential out of your practice?
-
Are you certain that the actions you are taking now with your business and personal finances will result in financial success you desire now and in the future?
-
Do you have an advisor who is actually meeting with you throughout the year to make sure you stay on track with your financial goals?
Your Path to Financial Freedom Starts Here
Ready to Take Action?
3 Benefits of scheduling an Introductory Call:
1
A one-on-one consultation to help you identify your MAIN financial problem
2
Guidance on what you need to do NOW to solve that problem
3
Gain increased knowledge of how to get on track to feeling confident and in control of your finances
Get scheduled for a one-on-one call today!
Ready to Take Action?
3 Benefits of scheduling an Introductory Call:
1
A one-on-one consultation to help you identify your MAIN financial problem
2
Guidance on what you need to do NOW to solve that problem