Financial Security Planning

Ron had a booming business with a staff of over 200. He was funding a payroll of over $250,000 a week. The success was exciting, but Ron stressed over the possibility of missing a payroll payment. His clients’ slow payments caused his accounts receivable to escalate to more than $6 million. Of course, Ron’s employees still expected him to pay them. To honor his obligations, he exhausted his credit line. After many sleepless nights, he called us for help.

We worked with him to set up another company that he called The Fort, which, in our opinion, was designed for financial security and peace of mind. As he budgeted carefully and paid The Fort on an ongoing basis, it grew to $1 million. When money troubles reared up, Ron remained calm. That’s because he had the money he needed to fund his operations and take care of his family.

A few years later, Ron sold his business for $25 million. He recognized his company would not have commanded this value had he not reinforced it with The Fort. It had helped the business through a troubled period, enabling it to thrive again when the time was right. Without The Fort, we believe Ron would not have walked away with $25 million before the age of 50.

Money Can Buy Happiness

Money bought Ron financial security and more. According to an AARP study of 1000 people from 40 to 59 years old, financial security is the most significant life change people cited that would make them happier.

We believe financial security is a key to happiness, it’s essential to include a plan to achieve it in the foundation of your Business Owner’s Plan.

Budget Your Way to Financial Security

In our opinion, the biggest step you can take toward a secure financial future is to live within a budget. To some people this may sound restrictive, however, in the long term it’s empowering. Look at your budget as your road map that compels you to prioritize and spend only on what’s most important to you, freeing you to live the life you want.

If you spend wisely and suffer a business or family crisis, you’ll have enough money to weather the storm without suffering much, if at all. With proper planning, you’ll be able to invest and generate a passive income stream that exceeds your expenses, enabling you to choose to work (or not) instead of having to work. Now that’s the ultimate freedom.

Put Your Financial House in Order

We can help you to create a budget you can live by and design a plan that increases your financial security. And for optimum success, we’ll incorporate it into The Ultimate Business Owner’s Plan which has proven its value with many of our clients.

To learn more about how to ensure your financial security, schedule a complimentary consultation.

The hypothetical case study results are for illustrative purposes only and should not be deemed a representation of past or future results. This example does not represent any specific product, nor does it reflect sales charges or other expenses that may be required for some investments. No representation is made as to the accurateness of the analysis.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Solutions for Business is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Financial Solutions for Business, PartnersFinancial, or any other entity listed. Kestra IS and Kestra AS do not provide tax or legal advice.  This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000FINRA Broker Check