Personal and Business Wealth Management From a Single Source
As a business owner, you need financial help to help turn today’s success into true financial independence. To do it right, you need wealth management that factors in your business as well as your personal resources
As a result, trying to get financial help can be frustrating:
- Most financial professionals are comfortable helping you with your personal finances or your business finances, but not both
- While tax accountants are a great resource for you and your business, few have time to devote to long-term planning (and even less help with investments)
- You usually end up having to duplicate efforts with multiple professionals who don’t communicate with each other, wasting your time, money, and effort
Worse yet, you may get conflicting advice, leaving you trying to reconcile their recommendations.
Wouldn’t it be better to get all that advice in one place?
A Better Way
At Potomac Financial Services, we’re specialists dedicated to helping you with both your business and your personal wealth management needs. We even help you with both your personal and commercial insurance coverage, too.
That way you don’t have to pay someone to duplicate work or hassle with recommendations that don’t take your entire financial picture into account.
Experience Matters
As specialists, we serve hundreds of business owners, so we know your challenges and time pressures. We’re careful with your time and make sure you don’t have to duplicate efforts with us. Instead, you get a team approach, where we help you clarify your goals and then find the best strategies for achieving them.
Since our team gets to know your personal and business finances, we focus on finding synergies and strategies so you can make the most of your money. These strategies can help you reduce tax liability, shelter your personal assets, and achieve your goals faster.
Our Services
Here are some of the ways we help you keep your money working harder for you:
- We provide comprehensive wealth management for you and your business
- You save substantial time with our single-source approach
- Since we get to know you and your business, we spend time finding strategies to help you achieve your goals faster
- All investment management is evidence-based and tailored to your unique needs
- You’ll receive frequent updates and reporting so you can stay up to date on your progress
- We also can act as your independent personal and commercial insurance agent and find the best rates for you
- We provide full-service support, so just one call to our specialists gets your questions answered
Ready to finally feel in control of your money? Learn more about our unique business and personal wealth management services.