Financial Guidance That Works
Your business is your life and your life is your business. Balance is key. Building a solid financial foundation allows you to go wherever your ambition takes you. We can help you:
  • Optimize your protection
  • Minimize your risk
  • Keep you financially organized in all aspects of your life

Together Yet Separate

Many successful business owners admit to struggling at organizing their financial worlds. That’s ok. You focus on your business and your life; we’ll take care of the organization. The Living Balance Sheet® creates a clear financial picture of assets, liabilities, insurance protections and cash flow for both your business and personal life. Having this information at hand allows you and your financial representative to develop strategies for all your wealth-building goals and legacy needs.

Financial Guidance That Works

Different stages of business development bring different challenges. No matter where you are in the life cycle of your business, we’ll help you address key issues that impact your business growth:
  • Optimal protection
  • Succession
  • Taking care of your employees
  • Exit strategies

see how

Know The Truth

Conventional financial wisdom has failed many business owners. It’s time to stop thinking there are one-size-fits-all answers that will work for you, and instead focus on hand-tailored solutions for your individual needs.

Business Or Personal Wealth?

It comes down to one question: why are you in business? Most say to build personal wealth. Learn how to protect and grow your business while building your personal balance sheet.

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What LBS Clients Say

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Financial ScoreCard

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How do your finances stack up?

It's possible to achieve "optimum position" in every area of your finances. See how you score.


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