Plan for the Future with Foresight

Take a moment and imagine your financial future.  What does it look like?  How will you get there?  Is it a future by design or a future by default?  Do you want to plan for it on your own, or would you benefit from having an independent advisor?  

When you and your family work with us, we take the time to help you picture your goals, articulate what is most important to you, and get to learn about what you truly want an why.  We then create a plan based on your vision, values, and goals.  We reverse engineer that plan, conservatively, back to today and help you gain clarity on your next steps in your plan based on your goals.   

As your trusted avisor, we will walk along side you and guide you on your way to financial security.  We look forward to helping you and your family meet and exceed your goals. 

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Business Planning Solutions

We believe that successful small businesses effectively link their planning strategies with the income and estate planning goals of their owners and key executives. A business that ignores these considerations may open itself to problems that threaten continued growth and, ultimately, survival. Two critical business challenges are offering benefits that serve as incentives to key employees – both within and outside the ownership group – and providing for a smooth succession by funding buy-sell agreements. These strategies help ensure that business owners and executives are able to pass along the maximum level of assets to their heirs at the least tax cost.

Business Markets Stratey mapItems to consider addressing in a business plan may include:

As your financial issues evolve, Kurt and his team will be there to help you resolve them. Together, we will find the solutions to help you complete your financial picture.

 

 

 


Kurt Bogseth Recently Featured on Forbes.com

See Kurt's insight about the value of annuities in this article on Forbes.com.

Kurt R Bogseth, CFP®, RICP®, ChFC®, CLU®, REBC®

Wealth Management Advisor

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