You Built the Business.
We Help You Build the
Life & Exit You Deserve.
We help you monetize your business early to accelerate personal wealth, build retirement
plans that lock in great talent, and exit for the full value your business deserves.
Which of These Describes You?
Building Your Business
You’re building and maintaining a successful business, but are unsure how to:
Align your personal wealth goals with your business growth
Establish retirement plans that retain top talent and provide tax benefits
Pull wealth off your business balance sheet even before you exit
Ready to Transition
You’ve made it to retirement, but now the goal is to protect what you’ve built by considering:
Maximize the value of your business in the event of a sale
Ensure you have a succession plan in place that preserves your legacy
Confidently plan for a fulfilled retirement
Our Services
Every successful owner faces three big moves: pulling wealth off the business balance sheet tax-smart and early, building a succession plan that actually pays you full value, and installing retirement plans that reward your team and supercharge your own savings.
COMPANY RETIREMENT PLANS
Design tax-efficient plans to transfer wealth outside the business.
PERSONAL FINANCIAL PLANNING
Leverage business success to fund the life you want.
MAXIMIZE BUSINESS VALUE
Create an efficient company to command a higher sale multiple.
ATTRACT & LOCK IN TALENT
Provide competitive benefits to deepen your bench.
OWNER SUCCESSION & EXIT
Build a clear, timed transition and leave on your terms.
PROTECT YOUR PAYOUT
Develop a structured sale plan to protect what you’ve built.
Is Perspective 6 Right for You?
At Perspective 6 Wealth Advisors, we specialize in helping business owners move wealth off the balance sheet, build bulletproof retirement plans, and exit on their own terms with the payout they deserve.
We may be a good fit if you:
- Want to pull money out of the business today (tax-smart) instead of betting everything on a future sale.
- Need company retirement plans that supercharge your own savings while locking in the talent you need.
- Are ready to create a real succession plan so you can leave when you choose and get paid what the company is worth.
Our team holds designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) certifications, reflecting a comprehensive approach tailored to the needs of professionals like you.
Contact us today to learn more about how we can make these three moves work for you.
How It Starts
Step 1: Vision Call
Gain a 360-degree perspective of your life and financial goals.
Step 2: Direction Meeting
Confirm your vision, align your capital with your values, and outline next steps
Step 3: Focus Meeting
Begin implementing your plan and help set the stage for long-term success.
Take the Next Step
Stop worrying about running out of money or if you will be able to retire well. Take the first step toward a confident, tax-efficient succession by scheduling a no-pressure introductory call today.
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