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Wealth Accumulation Plan

Published by Ronald Parisi on December 22, 2022

Do you have a wealth accumulation plan in place? 


We aren’t financial advisors; we won’t tell you what crypto to invest in or what stock is doing the best right now. But we are proactive with our client’s cash flow. We will make sure you are on the right track and that you can continue growing your business year after year.  

We take a look at your positive cash flow; revenue + expenses = positive cash flow. A lot of business owners aren’t thinking about what they are spending that cash flow money on. You should be purposeful with that spending. If you are bringing in $10,000 – $15,000 net profit a month, what exactly are you spending that money on? 

This is a huge area that we can help in. Wealth accumulation is about more than reinvesting into your business. Particularly with interest rates, inflation, and everything else we’ve been dealing with in this economy this year, we want to think about diversification. Can we put 25% into a separate fund for equity, savings, or something else that will diversify your portfolio?

What does growth do? It sucks cash. Growing your business means hiring more employees, getting more expenses accrued, and spending more cash. Don’t mindlessly spend that money; talk with a tax expert to see where you could be expanding your wealth AND growing your business. 


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