Businesses/Individuals

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 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 often occur in families today. If that unexpected tragedy strikes you or your family, our service and process answer 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 our business owner and individual clients' financial peace of mind.