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About Wealth Factory:
Wealth Factory is a comprehensive personal financial education and implementation program for entrepreneurs, health care professionals and small business owners.
Professionals (like dentists, orthodontists, optometrists, and veterinarians) and entrepreneurs typically focus on what they do best, and that's running a great practice and providing state-of the art service. Managing their personal finances often takes a back seat, and this can create tremendous personal and professional stress. And as their business grows, so might the complexity of their finances. So providing a proven, comprehensive solution is well-received by this group of professionals.
Wealth Factory fills that gap and provides an integrated team approach that brings together asset protection attorneys, accountants, retirement planners, investment advisor, insurance experts, estate planners, and cash flow specialists. This is very similar to the kind of integrated services provided by a boutique family services firm for high net worth individuals, but without the high price tag (or the $50M net worth qualifier). Advice and implementation happens in a custom-tailored sequence, facilitated by a financial quarterback so you do not have to waste time.