As a business owner, your company acts as a vehicle for wealth creation, requiring unwavering dedication as well as an immense personal investment. In turn, it’s easy to let planning for life outside of your business take a back seat.
With this in mind, Clark/Barbour Asset Strategy Partners provides wealth planning solutions to shape your business’ success into the bridge that connects you to your long-term goals. We achieve this by developing a comprehensive understanding of your aspirations as well as your business’ background.
In coordination with our partners, we discover opportunities to help meet your long-term and short-term goals, including retirement, legacy, and college planning as well as charitable giving.
Signifying the success of all your hard work and countless hours dedicated to your career, retirement offers a period of rest and relaxation — or even — an opportunity to travel and seek out new experiences. We’ll work with you and offer guidance and retirement solutions, such as 401(k) planning, IRAs, and annuities, helping you get to where you want to go.
For most business owners, they started their company to provide a better, more financially secure life for their family and loved ones. Legacy planning creates a route to transfer the sum total of your professional and financial accomplishments to your spouse or next of kin while creating an extra measure of financial security.
Sharing goodwill and financial backing to a cause you deem important is truly a rewarding experience. Charitable giving allows you to have a direct role in shaping and improving your surrounding community. As an added bonus, these donations can also be included in tax strategies, such as tax deductions.
Mapping out your child’s college funding typically requires a substantial financial and personal investment. Furthermore, determining how much to set aside can cause additional points of confusion. Using your financial background, we can help you manage your child’s college fund and analyze your options.
For more information regarding our wealth planning services, contact us today.