This is your account that builds your foundation. Please see the E book. Much like real estate... your Foundational Wealth Account allows you the ultimate in dollar leverage and multiple uses of your dollar.
Create Larger Inheritances,
Gain More Control
Pay Less Tax
This includes both the monetary considerations of retirement as well as the non-financial aspects of retirement such as purpose, meaning, personal identity changes, new lifestyle or taking on a new life purpose and legacy aspirations. Living life in abundance on purpose
It is through participating in my own buy sell agreements in my partnerships where I first discovered these. As a Certified Exit Planning Advisor, I will refer you to a couple of attorneys knowledgeable in your area of need to set up the best plan for you.
”Exit Planning is simply good business strategy today” - Exit Planning Institute. A Successful Business Is Almost Never An Accident
The usual “profit sharing:” plans place you-the owner-last in line behind your employees when it comes to transferring your business wealth into your personal wealth. Transforming your business wealth into your personal wealth with a Defined Benefit Plan
Are irrevocable trusts that let you donate assets to charity and draw annual income for life or for a specific time period. If you are not ready for the irrevocable nature of these trusts. The Foundational Wealth Account will allow you to have a legacy mindset while at the same time allow your account to grow for liquid purposes and other investments today. CRT’s are a way to sell highly appreciated assets ( Like stocks, real estate or a business) through a charity without paying as much capital gains tax as if you sold it directly. This strategy can help prevent family feuds as well as reduce taxes, provide income, and contribute to a worthy cause.
As a former college quarterback, I have a special place in my heart for the locomotion of the highly trained athlete. I have helped college athletes and two professionals with mental conditioning and mental coaching. I have held numerous sports medicine and sports performance training certifications and have attended numerous NFL combine preps. Professional Performance Group Athlete was formed to assist professional athletes in the way they think, study, behave and take action with regards to money, investing and finance related decisions. Professional athletes are so much more than their chosen sport and the countless hours spent perfecting their skills. The athlete has been gifted with the gift of movement and tremendous physical toughness and discipline. The Foundational Wealth Account utilizes your discipline and affords you multiple uses and longevity for your money such as preparation for charities, foundations, or personal legacy. The ultimate in dollar leverage for decades to come.