The most common challenges that successful professionals and business owners confront while striving for financial independence are: a high tax burden, lack of a life-after-work income plan, asset protection risks, and lack of a wealth preservation plan. There are five key factors to take into consideration when looking at your financial picture:

• Professional Investment Strategies: proper investment structure with a downside protection plan
• Tax Planning: tax-free, tax-efficient planning with an emphasis on a tax mitigation plan
• Asset Protection: protecting your assets and family’s security
• Retirement Planning: life-after-work income planning and tax-efficient distribution strategies
• Estate Planning: getting your financials in order for the next generation

If you or someone you work with is not looking at these five key factors that provide the complete financial picture, it may cost you now or in the future.

Our in-house resources, experience and most importantly our process are what make us unique. We recognize that we are not, nor do we aspire to be, all things to all people. For this reason, we use a very specific FIT criterion to make sure we are aligned to service the needs of our clients. Our proprietary process, “THE QUINT PROCESS” has been developed and refined to take all the pieces of the financial puzzle and align them with our clients’ goals.

If you’re not thinking about all of the financial considerations described above or your current financial advisor is not talking to you about them, then schedule a call with us.

The path to living the life you choose starts with financial decisions that support your life goals and priorities. Before making any recommendations about your investments, we take the time to understand what’s important to you.  Having a personal Bayworth Life Plan™ will give you confidence and control over your choices, rather than the financial markets making those life choices for you.

While it’s our desire to help anyone seeking advice with their investments, we have committed to only work with you if we are able to put you into a more favorable position than you were before. Our commitment is to get you closer to the life you choose to live – that’s the Bayworth Client Advantage.