Financial Planning and Wealth Management
For Gen X Entrepreneurs and Small Business Owners
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What We Do
Modern Wealth is an Independent Fiduciary providing Fee-Only Financial Planning and Wealth Management for Gen X Entrepreneurs and Small Business Owners.
We do this by seamlessly integrating Financial Planning, Wealth Management, the Value Acceleration Methodology, and Life Planning, into a tailored process for every client.
We believe real Financial Planning paves the way to your freedom. Real Financial Planning is about discovering and realizing your dreams, enabling you to restructure your financial priorities and align your resources with a life of utmost value, meaning, and purpose.
Investment Management
Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some investors.
Retirement Planning
Retirement might seem like a distant concept, but it’s never too early to start planning.
Tax Planning
Understanding tax strategies and managing your tax bill should be part of any sound financial approach.
Estate Planning
The most suitable Will for you hinges on your present circumstances and future aspirations.
Risk Management
Life’s only certainty is change. Keeping pace with it, though, is a choice.
Education Planning
When strategizing for college expenses, approach with an open mindset, and explore all possibilities.
Cash Flow Planning
We offer tools and resources to help you accurately quantify your regular earned income.
Business Planning
Financial Planning for Business Owners and the Value Acceleration Methodology
The Value Acceleration Methodology
Download the Value Acceleration Methodology Guide for Small Business Owners now!