MEMBER FIRMS

Who We Serve

Business Owners & Executives

Keeping your business and personal goals aligned requires a comprehensive plan and a strong team. From financing expansions to transitioning out of your business – we offer comprehensive planning, guidance and strategies to address your unique needs.

Business Owners

Finding Financial Balance

Being a business owner is more than a full-time job, it’s a lifestyle choice. Those who do it well embrace every aspect of the experience and the responsibility. Many of the business owners we work with rarely take the day off, often can be found working on the weekend, and are always looking for the next opportunity to expand or diversify. That’s why it is not surprising that most business owners have a fear of relinquishing control in the most meaningful aspects of their lives- their business, their family and their finances.

We specialize in helping business owners create financial balance and purpose, driven by their own vision of the future. Business owner planning is very different than traditional personal financial planning, and thus brings to the forefront a whole new universe of financial opportunities for effective change that can drive the business, the owner and their family to new levels of financial peace of mind.

Executives

A Lot To Consider

The financial planning needs of executives are unique. As net worth and income increases, so does the level of complexity in planning.  And while having a generous compensation and benefits package is one of the many perks of being an executive, they also tend to be complicated and often overwhelming.

Our financial planning process puts the emphasis on you and your needs, not on a pre-packaged set of tactics or ideas.  We help you leverage your company stock options, awards, deferred compensation, pension, and other compensation perks and integrate them into a meaningful financial plan.

Staying Informed

Here Are Some Questions We Can Help You Answer:

Business Owner

  • Are you using all the tax-efficient strategies available to you as a business owner and high-income individual?
  • Do you contribute the maximum allowable annual amount to tax-deferred vehicles such as qualified retirement plans?
  • Are you leveraging a top-quality retirement plan to attract and retain key personnel?
  • Is your plan administrator responsible for staying on top of regulatory changes?
  • Are you prepared to weather business disruptions and other threats to income continuity?
  • Is your charitable giving helping to minimize your tax burden?
  • Does the insurance protection that encircles your assets offer tax benefits as well?
  • Do you have adequate insurance policies and risk management strategies in place to protect you from the financial demands of professional and personal liability claims?
  • How comfortable are you with your succession plan?
  • Have you made provisions for transitioning the company to a new owner when you retire?
  • If you intend to turn your company over to a relative, what steps have you taken to minimize estate taxes and equalize distribution payments to non-involved family members?

Executive

  • Are you doing everything you can to minimize your tax burden and protect your assets?
  • Have you allocated and diversified your portfolio adequately to reduce risk?
  • How should you evaluate the pros and cons of a potential job change?
  • How can you reduce the risk of concentrated positions in company stock?  Is reducing your risk worth the opportunity cost?
  • Are you taking full advantage of charitable giving?
  • Are you confident that you have taken proper steps to minimize the impact of litigation?
  • Do you have adequate coverage to insure against disability and other financially negative life events?

Get In Touch

2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com

© 2023 A.I.D. Wealth Management, All rights reserved.

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.

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Business Continuity Planning Summary & Disclosure

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