Business Owners and Individuals

Today, there is a lack of focus on Exit Strategies for business owners and, contrary to common beliefs, these solutions take many years to develop and implement. Although this type of planning is growing in importance, it does not fit perfectly within any one of the 'traditional' advisory roles, i.e. legal, accounting, financial, insurance, etc.. . . To fill this void, our fee based professionals support business owners and their other advisors in designing and executing Exit Strategies, regardless of which discipline initially presents the idea. The Exit Strategies planning process necessarily includes a holistic and comprehensive review of the business owner's corporate, personal, and family objectives to deliver integrated and customized solutions for success. When our unique Survivor Assistance Service is incorporated, into the process, it completes the business & financial “peace of mind” by addressing calamities that, unfortunately, do often occur in families today. If that unexpected tragedy strikes you or your family, our service and process answers the question: “who do I call for help”. One call to our team of professionals is all that is necessary for us to take action.

Mission Statement

Fiducia delivers fee-based advisory services providing innovative solutions and trusted advice. Our professionals supply cutting-edge strategies through a process integrated with our client’s tax, legal and other advisors. Our objectivity, creativity and experience promote financial peace of mind to our business owner and individual clients.

Core Competencies:



Financial Analysis   Legal Analysis   Tax Analysis
Offered by Fiducia, LLC   Offered by an Independent Law Firm   Offered by Independent CPA
  • Wealth Accumulation
  • Wealth Preservation Strategies
  • Wealth Transfer Planning
  • Qualified Retirement Plan Design
  • Business Exit Planning
  • Survivor Assistance
 
  • Wills and Trusts
  • Living Wills
  • Buy/Sell Agreements
  • Non-Qualified Plan Documents
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
 
  • Financial Statements
  • Tax Planning
  • Audits Reviews & Compilation Reports
  • Trust Tax Filings
  • Gift & Income Tax Analysis
  • Corporate & Personal Tax Filings

The Planning Process:


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