Planning to Cross the Finish Line – Achieving Your Goals
Do you ever wonder how long until you can spend more of your days on the boat or golf course rather than working? When will you purchase that beach house, mountain retreat, or ski chalet? Do you want to transfer your business or sell it? Who is most qualified to be your personal representative? Can your spouse, partner, or children manage their inheritance? Is there a need or desire for insurance to create or protect your legacy?
One can never be too early to plan, but one can be a day too late. At Vision 360, as your concierge investment advisor representative, we work with our professional partners and your strategic alliances to design your customized financial plan.
Retirement Planning
- We are living longer. And the longer you live, the longer you live.
- It is important to have a trusted advisor who can help create and review your retirement plan.
- Vision 360 is fully invested in helping you to define the freedom and lifestyle you seek.
Business Succession Planning
- When it comes time to value and potentially transition out of a business, it is important to receive fair value for what you have built or contributed toward.
- How can your exit be structured? Will you retain a minority ownership or stay on in a consulting capacity?
- The sale of a business interest may ultimately represent a considerable portion of your financial assets, and we understand the pivotal role such a liquidity event can have upon your future.
Insurance, Estate, and Legacy Planning
- We will work with you to obtain a review of your current insurance protection and assess additional needs.
- An estate plan can be ever-changing, and it’s important to make sure your documents and legacy plan are up-to-date.
- Vision 360 can help make this process easier by referring you to talented and creative professionals with whom we’re aligned.
What Happens If… ?
Not planning for tomorrow doesn’t stop tomorrow from arriving. The question is, will you be on top of the mountain or still climbing when the sun sets?