GET REAL WITH
YOUR BUSINESS
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
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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

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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

Testimonial joe 9fcf7230cd21a639cd808186df146fe1762628eabf261b138549143404dbfa03 Testimonial tyler misty 55831be615a81bc8ad033a8acb279943752a7303f83a35a5730cc9f360bb9a0d Testimonial joel lena 6594a76289a193b46f2cece65a424e1c5e1cb46b8f73acb8250b39c8a6664e56 Testimonial jeremy dierdre 4b743653029f60974a982c24ba3c8a6520bb995ae18460a538ff2e25acc19d16

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.

Videos

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