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Premier Wealth Management for High Income Business Owners: Work Towards Protecting Your Business and Funding the Life You Love

by | Mar 7, 2023 | Business

As a high-income business owner, you have unique financial needs and challenges that require a specialized approach. Not only do you need a business consultant to help you seek to grow your business and maximize your profits, but a personalized wealth management and tax planning professional to help you use those profits to build the life you love.

At Trivium Point Advisory, we believe that every business owner should have access to all three of these tools which contribute to their overall success—professionally and personally—which is why we’ve tailored our services to meet those needs.

Our clients find the benefits of this model are what helps them break through bottlenecks in their business, scale to the next level, and enhance their personal lifestyles.

How We Help: Trivium’s 3-Tiered Approach


1. Business Consulting Services for Growth and Optimization

Owning a business isn’t for the faint of heart. The time demands and mental demands alone are enough to turn many folks away from this type of role. But not you. You take control and face challenges head on. Going it alone can be a rocky road, but you don’t have to. Working with a professional can take some of the pressure of your plate, help identify common pitfalls, and position you for accelerated growth in a shorter period of time.

Not only do we help you identify areas for improvement, but develop a growth strategy, improve your financial management, and implement change management. By working with a business consultant, you can gain valuable insights and develop a plan that will help you manage your business goals. 

2. Tax Planning for High Income Business Owners

Another challenge that high income business owners face is navigating the complex tax landscape. Tax laws are constantly changing, and it can be difficult to keep up with all the deductions, credits, and regulations. Our team of tax experts can help you seek to minimize your tax liability and take advantage of tax savings opportunities. We’ll work with you to create a tax plan that seek to optimize your financial situation and ensures compliance with all relevant laws and regulations.

Think of us as your tax professional. We’ll use our expertise to help you seek to save money on your taxes, so you can reinvest those savings back into your business or personal life.

3. The Importance of Personalized Financial Planning

As a high-income business owner, you have a lot on your plate. Managing your business, generating income, and keeping up with taxes can be overwhelming, leaving little time for personal financial planning. That’s where Trivium Point Advisory comes in. We offer comprehensive wealth management services that can help you seek to protect your business and assets while also addressing your personal financial goals.

One of the key benefits of our service is our personalized approach. We understand that every business owner has unique financial needs and goals, and we tailor our services to meet those needs. We start by assessing your current financial situation and creating a customized plan that addresses your specific goals and concerns.

We like to think of our help like your personalized flight plan. We route the best path to get to your destination, while also planning for any turbulence or rerouting we may encounter along the way. 

Of course, asset protection strategies and estate planning are also a key part of this. At Trivium Point Advisory, we understand that protecting your assets is essential for long-term financial success. That’s why we also offer estate planning services to help you seek to protect your assets and minimize  the tax liability for your heirs. 

Ready to protect your business and fund the life you love? Schedule a call with our advisory team today to learn how we can help you pursue your financial goals.

*The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.. Trivium Point Advisory and LPL Financial are separate entities. Tax and accounting related services offered through Trivium Point Advisory LLC, DBA Trivium Point Advisory, LLC. Trivium Point Advisory is a separate legal entity and not affiliated with LPL Financial. 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for individualized tax or legal advice. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

LPL Financial does not offer tax or legal advice or services

The opinions expressed in this material do not necessarily reflect the views of LPL Financial.

This article was prepared by Lexicon Advisor Marketing. This article was prepared for Trivium Point Advisory’s use.

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