If you don’t have one of those two things… your business is over.
You’re the expert in how to create profit in your business.
But most business owners have no idea how to insure their cash flow.
Recent events in the global economy have shown just how important that second step is. Business owners that didn’t insure their cash flow in time got their businesses wiped out.
If you’re like many business owners… you probably think of “financial advising” as being about “retirement”… and you see it as a net drain on your working capital each month as you save.
We understand that you as a business owner want ways to save for your future that still allow you access your capital today. So you can invest it in your business and make sure you have that cash when you need it.
That’s why we want to talk with you about financial planning strategies that put your Wealth in Overdrive™. Strategies that give you all the benefits of traditional retirement investing… and they are:
All of this may sound too good to be true… But it’s a reality that many business owners are surprised to learn they can create for themselves when they talk to us.
All of this is a foundation of protection for your business that’s legally, morally, and ethically approved within the tax code… yet the vast majority of businesses have no idea how to take advantage of this contractually-guaranteed protection.
U.S. Judge Learned Hand once said,
“In America, there are two tax systems: one for the informed, and one for the uninformed. Both are legal.”
If you’re not informed, you’re losing money.
We’re here to show you…
That’s why we want to talk with you about financial planning strategies that put your Wealth in Overdrive™. Strategies that give you all the benefits of traditional retirement investing… and they are:
All of this may sound too good to be true… But it’s a reality that many working professionals are surprised to learn they can create for themselves when they talk to us.
All of this is a foundation of protection for you that’s legally, morally, and ethically approved within the tax code… yet the vast majority of people have no idea how to take advantage of this contractually-guaranteed protection.
If you don’t have one of those two things… your business is over.
You’re the expert in how to create profit in your business.
But most business owners have no idea how to insure your cash flow.
Recent events in the global economy have shown just how important that second step is. Business owners that didn’t insure their cash flow in time got their businesses wiped out.
If you’re like many business owners… you probably think of “financial advising” as being about “retirement”… and you see it as a net drain on your working capital each month as you save.
We understand that you as a business owner want ways to save for your future that still allow you access your capital today. So you can invest it in your business and make sure you have that cash when you need it.
That’s why we want to talk with you about financial planning strategies that put your Wealth in Overdrive. Strategies that give you all the benefits of traditional retirement investing… and that are:
All of this may sound too good to be true… But It’s a reality that many business owners are surprised to learn they can create for themselves when they talk to us now.
All of this is a foundation of protection for your business that’s legally, morally, and ethically approved within the tax code… yet the vast majority of businesses have no idea how to take advantage of this contractually-guaranteed protection.
The Wealth In Overdrive™ podcast was created to bring you real-life, strategy-based, and proven concepts to help clear the fog surrounding the traditional way of doing things, and break through the limitations of what people have been taught to believe.
What separates Phil from other financial advisors is he creates a financial plan around your specific situation so you can live a prosperous life.
His purpose is to explore and analyze the complicated intricacies of each individual’s and business’ financial situation in order to design and deliver simple strategies to accomplish your financial desires more quickly with less anxiety and fear of mistakes. From there, Phil builds a financial blueprint to better determine a detailed financial plan of action that allows clients to become stewards of their wealth.
These intellectual strategies effectively help reduce taxes, lower risk, increase portfolio efficiency, and augment the preservation with certainty of wealth legacy for his clients.
We believe that everyone we encounter has a greater wealth potential than the current track they’re on to achieve.
We also believe Wall Street and financial institutions have fed people misinformation and flawed formulas which, along with eroding factors in the economy, have actually prevented them from achieving their optimum potential.
We exist to help our clients overcome those obstacles and make progress towards their full wealth building and retirement income potential, while preserving the financial integrity of their family.
The information and strategies contained on this site are not intended to be a substitute for specific individualized advice. This information and the strategies discussed cannot assure a profit nor protect against loss. Inherent limitations and market conditions may affect the performance of portfolios in any given market environment. Past performance does not guarantee future results. Investors should consider the investment objectives, risks, charges, and expenses associated with any investment strategy. Advisory Services offered through Sowell Management.
