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The Business Owner

David planned, sacrificed and worked hard to become a successful business owner. He knew his current and potential income would be reflected in every choice he made.

IM Wealth Partners

  • Ensured David focused on personal planning in tandem with his business planning, and coordinated the various facets of his finances to work together in an integrated manner
  • Helped David understand how his tax bracket can shift, and how a shift that can affect all of the pieces on the financial game board
  • Provided solutions to address savings rates that remain unacceptably low
  • Assisted David with insurance and investments, and addressed the specific challenges faced by those who are self-employed

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