Personal & Business-Integrated Wealth Management
As a business owner, you know that the success of your practice is the cornerstone of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your professional and personal goals. Successful practice-integrated wealth management connects the many facets of your professional and personal financial lives.
What You May Be Thinking
- What should the cash flow from my practice to my personal life look like?
- How can I optimize the profitability of my practice?
- How can I put a plan in place to effectively transition my practice?
Practice-Integrated Wealth Management is closely related to these other areas of planning used by Copper Leaf:
How Your Team Helps
Your practice integration advisory team works specifically with you. Together, we take stock of your professional resources and align your financial and life goals so the two progress together. We gain a deep understanding of your practice, your professional aspirations and your current financial situation. We recommend and implement a tailored cash-flow strategy and an all-encompassing wealth management plan. As your life and practice evolve, we adapt your plan to reflect your goals. Your advisors work to:
- Clarify your spending and savings plans so your personal financial life stays in balance.
- Integrate your practice finances and your cash-flow needs.
- Build qualified retirement plans into your overall strategy.
- Help you save for your family’s higher education needs.
- Evaluate your insurance needs.
- Create a business continuity plan.
- Deliver best-in-class services with lower costs by aligning ourselves with financial leaders and strategic partners that stretch the country and run deep in the industry.
- Collaborate with key professionals in your world – bankers, attorneys, consultants, CPAs and insurance agents – so we can bring clarity and cohesion to the many elements of your financial life.
- Provide a transparent, inclusive fee structure based on your personal assets that we manage, both for wealth management and practice integration.
Please note that the information presented in this material is for general purposes only and should not be acted upon without first seeking professional advice. This material has been authorized by Focus Partners Advisor Solutions (FPAS), and CLF makes no representation or warranty regarding the accuracy of the information provided. It is being used with permission and was originally published by FPAS.
Copper Leaf Financial has established key strategic partnerships with elite financial industry leaders including FPAS. These alliances put us in the optimum position to help clients reach their personal and financial goals while retaining our independence. We are truly independent fiduciaries offering high-level services without being accountable to a large parent corporation unlike many of our competitors who attempt to pick stocks and outsmart the market. As a member of FPAS network of more than 140 independent wealth management firms we have strengthened our ability to help clients make the best decisions by providing them with ideas, insights, and intelligence from industry thought leaders. Through our strategic partnerships we are in a unique position to deliver comprehensive solutions to our clients. This is true wealth management.
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