The last pillar or discipline in the Benexology protocol is wealth management, the exacting process of aligning your financial resources with your personal values.
We will produce a partial or full financial plan aligned with your personal values and goals that supports your life’s journey.
Based on your needs, we address some or all of the following topics:
- Personal Information Review
- Tax & Cash Flow Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Death & Disability Planning
- Estate Planning
We help you achieve your future plans—whether retirement, a new business or legacy.
To learn more about how we help you with business exit planning, please call:
Idaho 208.846.9665 \ Oregon 503.342.4326 \ Washington 206.418.6348
or email firstname.lastname@example.org. All conversations are strictly confidential.
Knowing what matters
Deciding how to construct executive and key employee benefits that are competitive, cost effective, and driving value within in the organization often leads to decision paralysis. Benexit helps clarify what matters and constructs platforms to launch futures.
YOUR FUTURE IS NOW
Don't put off tomorrow
Owners and Executives often run headlong toward retirement with the bulk of their net worth tied up in their businesses not knowing how to unlock it. Benexit helps owners forge the keys to extended independence.
Maximizing enterprise value by rewarding those who build it.