Entrepreneurs are the lifeblood and backbone of America. You’ve invested everything to get here. You’ve taken risks to solve problems and really help people. Your business is rolling, and you need help getting to the next level. You’ve most likely outgrown your accountant and need a true tax professional to help you reduce your tax bill, or maybe you need help from an estate attorney and risk management professional to make sure your family is taken care if something happens to you or you get sued.

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It takes many different relationships to run a successful business. All these specialists work in their own space and rarely, if ever, communicate with each other. When you’re focused on operating the business, nobody is there to coordinate everything. Total Wealth was built with the entrepreneur in mind and to coordinate the wealth management team. We empower you to grow revenue, increase the profitability of your business, and give you back your time to spend with your family. 

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Hiring the right person to coordinate your wealth management team is critical. When I see business owners try to do this all on their own, usually, at least one ball gets dropped.

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Logan feels a deep connection with business owners because he is one. He wants to protect them from people who don’t have their best interests in mind. Business owners rarely have someone looking out for them who speaks all the languages and truly has their best interest in mind. The average attorney and CPA don’t have the skills to coordinate the wealth management team. Total Wealth was built to coordinate your wealth management team so you can focus on the high-impact work inside your business and with the people you love.

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Want to learn more? Schedule a next best step call.