ACHIEVING FINANCIAL SUCCESS: Why A Financial Advisor Holds the Key

You built a successful business because you can serve your customers better or differently than anyone else. It’s your unique value proposition, and it’s why people want to work with you. While you devote your blood, sweat, and tears to making your business succeed, let an expert do the same for your personal finances. That’s where Paceline Wealth Management comes in.

WHY WORK WITH A FINANCIAL ADVISOR?

1. You are your business. Where does work end and life begin? Hard to say for an entrepreneur. That’s why it’s critical that you have a clear, forward-looking personal financial plan to ensure that you know not only where you want to get to, but what the journey looks like along the way.

2. Define & align your goals. There’s no shortage of approaches to how to invest money. But success is in the details, and the details are all about ensuring your financial plan is tailored to your personal goals.

3. The right tools in the right hands. You need unbiased financial advice from someone who is always on your side. As a Registered Investment Advisor (RIA), Paceline is required to act in your best interest at all times, and does not accept sales commissions.

PACELINE CAN HELP YOU:

Create an investment strategy tailored to your needs and preferences, and compatible with the financial characteristics of your business (i.e. working capital needs, seasonality, etc.)
Develop a financial plan to achieve your personal goals, and the steps you need to achieve them, so you can focus on what you do best: successfully operating your business.
Create a qualified retirement plan (such as a Solo 401(k) or SEP IRA) that will allow you to contribute to your retirement savings plan on a pre-tax basis, and can be used as a deduction against your taxable income.
Implement a strategy to invest proceeds if you plan to divest from your business

WHY PACELINE WEALTH MANAGEMENT?

We’re entrepreneurs too. Working for yourself is never the easiest path. But that’s exactly why we do it. Because nothing worth having is easy, and there’s no greater achievement than seeing something you built from scratch succeed.

Paceline can help you achieve your financial goals because we know firsthand the unique challenges and opportunities of being an entrepreneur.