J.D. Wealth Insured Inc
Financial Services - Vaughan, Ontario, Canada
J.D. Wealth Insured Inc Employees
J.D. Wealth Insured Inc Details
As a Small Business Owner: What's your motivation? You are very busy business owner/ Independent Contractor working for your family, your profession, your business. At the end of it all, you're looking to make the most out of your hard work. You feel like you are doing everything you can in order to achieve or maintain financial independence, but you are stillconcerned: That if something were to happen to you, your family would not be taken care of That investing is complicated and risky, and that which is complicated often fails That you are paying too much in taxes That perhaps there is something you are missing, something more you can do to maximize your financial potential What Happens If You DON'T Answer These Questions: You risk being underprepared for unforeseen circumstances, jeopardizing your financial independence, being overtaxed, and finding yourself in a place of uncertainty.So How Do We Solve This Together? I work with small business owners to address these tough questions and to create a future financial house that is stable enough to weather any financial storm using a proven method called the Secure Foundation Gameplan™ Here's how it works… Step 1 – Analysis: Spot financial shortfalls and tax inefficiencies. Step 2 - Design your personalized and customized Secure Foundation Game Plan: This is where we design your Gameplan around your financial goals, making sure we are developing a plan that will allow you to retire on your own terms. Step 3 - Implement: Make it happen and stick to the plan. Step 4 - Maintenance: Review to make sure you are on track. Look, with my background and experience I can say I know business owners! If you are looking for the right financial methodology, then leave me a note or book a call with me.
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