Charitable Gift Financing | Leverage Charitable Giving |

Pre-Tax-Wealth

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Pre-Tax Wealth Creation Blueprint

Save Taxes | Increase Savings | Protect Assets

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Pre-Tax Wealth Creation Blueprint

Save Taxes | Increase Savings | Protect Assets

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Average Annual Tax Savings

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Average Annual Assets Increase

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Average Account Balance at Exit

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How does BLUEPRINT work?

Pre-Tax Wealth Creation Blueprint is a tactical strategy for profitable small business owners to realize substantial savings by maximizing income tax deductions, minimizing asset exposure, and maximizing tax deferral growth.

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Ideal Client Profile

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Charitably Inclined

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Adjusted Gross Income $700,000+

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Source of Income:

W2 earner, business income, capital gain

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Net worth $2,000,000+

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Benefits of the Blueprint

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The savings from the Pre-Tax Wealth Creation Blueprint can help business owners build up more cash flow with less concern for tax payables.

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As part of the Pre-Tax Wealth Creation Blueprint strategy, a tax-deferred, retirement trust is established. Business owners can quickly build their retirement nest egg with Wealth Excel’s clients making an average of $380,000 in account contributions each year.

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By protecting assets and building wealth in a tax-deferred retirement account, business owners can feel more comfortable knowing that they will be financially secure when they are ready to exit the business. Wealth Excel clients have an average retirement balance of $2.3 million.

[/et_pb_blurb][et_pb_blurb title=”Attract and retain employees with lucrative benefits package” use_icon=”on” font_icon=”||divi||400″ icon_color=”#ffffff” icon_placement=”left” image_icon_width=”72px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”25px” body_font=”||||||||” body_text_color=”#ffffff” custom_margin=”||32px|||” custom_padding=”|75px||75px|false|true” custom_padding_tablet=”” custom_padding_phone=”|65px||59px|false|false” custom_padding_last_edited=”on|phone” custom_css_blurb_image=”padding-right: 30px;” custom_css_blurb_content=”text-align: left;” icon_font_size=”72px” locked=”off” global_colors_info=”{}”]The Pre-Tax Wealth Creation Blueprint uses profit-sharing, pension plans, and medical expense accounts to help small business owners offset income tax liability. In addition to tax savings, these tactics allow employers to offer more robust benefits to attract talent and adds an extra incentive for employees to be more productive and stay with the company long term.[/et_pb_blurb][et_pb_blurb title=”Frees up money for other investments” use_icon=”on” font_icon=”||divi||400″ icon_color=”#ffffff” icon_placement=”left” image_icon_width=”72px” content_max_width=”2560px” _builder_version=”4.16″ _module_preset=”default” header_font=”|700|||||||” header_text_color=”#000000″ header_font_size=”25px” body_font=”||||||||” body_text_color=”#ffffff” custom_margin=”||50px|||” custom_margin_tablet=”” custom_margin_phone=”||45px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|75px||75px|false|true” custom_padding_tablet=”” custom_padding_phone=”|65px||59px|false|false” custom_padding_last_edited=”on|phone” custom_css_blurb_image=”padding-right: 30px;” custom_css_blurb_content=”text-align: left;” icon_font_size=”72px” locked=”off” global_colors_info=”{}”]With the substantial savings from the Pre-Tax Wealth Creation Blueprint, business owners can further diversify their investment portfolio with non-correlated asset classes that provide a more balanced risk to reward returns. Wealth Excel custom builds investment portfolios to match each client’s unique financial goals.[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”http://cgf101.com/wp-content/uploads/2024/03/PTW-Consumer-Video-V8.mp4″ _builder_version=”4.17.6″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” title_text=”Screenshot 2024-03-25 150651″ image_src=”http://cgf101.com/wp-content/uploads/2024/03/Screenshot-2024-03-25-150651.png” sticky_enabled=”0″][/et_pb_video][/et_pb_column][/et_pb_row][/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Hero” _builder_version=”4.17.6″ background_image=”http://cgf101.com/wp-content/uploads/2020/07/Wealth-Excel-hero-image-home-navigator_v1.jpg” parallax=”on” custom_padding=”0px|0px|0px|0px|false|false” animation_style=”zoom” animation_intensity_zoom=”4%” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”1″ module_class=” et_pb_row_fullwidth” _builder_version=”4.16″ background_enable_color=”off” background_enable_image=”off” width=”100%” width_tablet=”100%” width_phone=”” width_last_edited=”on|desktop” max_width=”100%” max_width_tablet=”100%” max_width_phone=”” max_width_last_edited=”on|desktop” custom_padding=”0px||0px||false|false” animation_style=”slide” animation_direction=”top” animation_intensity_slide=”3%” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”10%|8%|10%|8%” global_colors_info=”{}” custom_padding__hover=”|||”][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”10%|8%|10%|8%” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ text_font=”||||||||” text_text_color=”#ffffff” header_font=”Montserrat|700|||||||” header_text_align=”left” header_text_color=”#ffffff” header_font_size=”50px” header_line_height=”1.3em” custom_margin=”||12px||false|false” custom_padding=”0px||11px||false|false” animation_style=”fade” header_text_align_tablet=”” header_text_align_phone=”center” header_text_align_last_edited=”on|phone” header_font_size_tablet=”30px” header_font_size_phone=”20px” header_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]

APPLY the WE Pre-Tax WEALTH BLUEPRINT To YOUR BUSINESS

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