Bedrock Wealth Strategies Information

We help entrepreneurs unlock their wealth, regain control of the work/life balance, help improve the attractiveness of the business, making it a “sale-ready” business using the values acceleration methodology and tax efficient wealth management. We support our clients in three main areas: business benefits planning, personal financial planning, and business succession/exit planning. Our benefits practice focuses on the needs of your team as well as your business. We excel at supporting the retention and recruitment of top talent. Our personal financial planning is designed to optimize your financial potential. We provide unique opportunities for individuals, business owners and Hight Net Worth (HNW) families to receive an independent review of their financial strategy. Our planning approach allows us to test your financial plan in a variety of scenarios and we offer alternative planning solutions to help reach your goals. We help transition what you want, to who you want, how you want, with the fewest limitations or taxes. Our business succession planning practice helps owners and executives plan their next steps with confidence. We start planning for your personal financial satisfaction and transition to planning the exit itself. Our process can increase the value of the business, simplify the transition, and avoid unwanted friction. Being an owner, entrepreneur, or HNW family can be challenging but, it does not have to be. We strive to simplify financial matters. We take the time to understand what is most important to you, your family, and your business. We assess your finances and define steps to maximize your wealth. Disclosures: https://bedrockwealthstrategies.com/