EXCLUSIVE TRAINING FOR BUSINESS OWNERS

5 Pivots to Make Now to Build Wealth, Minimize Taxes,
and Keep More of What You Earn

Read on to see how business owners simplify their complex financial lives with
Celestial Wealth Management.

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Who Is This For

Our proprietary financial planning process is available to solo entrepreneurs who generate at least $250,000 in revenue and
business owners with employees who generate between $500,000 and $10,000,000 of revenue.

About Colin

Colin B. Exelby, CFP® is the founder of Celestial
Wealth Management. He writes the personal finance blog See The Forest Through the Trees. Mr. Exelby
has been helping clients build their Yellow Brick Road toward financial freedom for over 20 years.

*Award based on 10 objective criteria associated with providing quality services to
clients such as credentials, experience, and assets under management among other
factors. Wealth managers do not pay a fee to be considered or placed on the final list
of 2015, 2016, 2017, 2018, 2019, 2020 and 2021 Five Star Wealth Managers.

Discover The Strategies
To Build And Preserve
Your Net Worth.

Can you relate to any of these common problems many business owners are facing today?

Paying Unnecessary Taxes

For many business owners, taxes are one of their largest expenses. Unfortunately, paying too much to Uncle Sam is far too common. You should have a proactive—not reactive—tax strategy.

No Financial Plan for the Future

In our opinion, it’s impossible to get where you want to go without creating your Yellow Brick Road. You should get clear on where you are, where you want to go and how to get there.

Too Reliant on the Business

Financial Freedom can be achieved when your assets provide enough cash flow for you to live on passively. In our opinion, a business owner’s biggest challenge is converting the business asset to financial assets over time in a tax-efficient manner.

If You’ve Felt These Frustrations - You’re Not Alone

If you have struggled to keep more of what you make and build wealth outside your business, it’s not your fault.

Many of the business owners we work with have been in your shoes. They came to us knowing how to generate money, but many had never learned how to keep it, control it, and grow it. They grew frustrated with the “old formula,” so we decided to fix it.

We developed this training in response to the lack of success many business owners had working within old, outdated financial strategies.

Learn To PayYourself First

Most entrepreneurs are living month to month. It may be good living, but it is still month to month. The COVID-19 virus has exposed cracks in many people’s financial foundations. One of the ways to fix the foundation is to rethink one part of the old, outdated formula. You know the one…

Revenue - Expenses = PROFIT

On the surface, the formula makes sense. Sell as much of your product and service as you can. Subtract what it costs you to sell the product and what you have leftover is profit. Here’s the problem…there are rarely leftovers.

What if you challenged conventional thinking and reversed engineered the formula? What if instead of trying to “grow into profit” you paid yourself first?

The formula becomes

PROFIT = Revenue - Expenses.

Your brain starts to look at profit differently. Now it isn’t a leftover, it’s a goal. We help business owners implement new formulas to keep more money, grow more wealth, and build a legacy.

Our goal is simple: Empower business owners around the country to build their Yellow Brick Road toward prosperity and financial freedom.

If you’re a successful business owner looking to build your Yellow Brick Road this is YOUR opportunity.

We invite you to check out the 35-minute training, 5 Pivots to Make Now to Build Wealth, Minimize Taxes, and Keep More of What You Earn.

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Privacy Policy

WHAT DOES CELESTIAL WEALTH MANAGEMENT, LLC
DO WITH YOUR PERSONAL INFORMATION?

Collection of your personal information

Celestial Wealth Management has adopted this privacy policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

Through this policy and its underlying procedures, Celestial Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of current and former clients’ records and information. We want you to know what information we collect and how we use and safeguard that information.


Information We Collect:

We collect certain nonpublic information about you (“Customer Information”). The
essential purpose for collecting Customer Information is to allow us to provide advisory services to you. The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Identifying information such as your name, age, address, and social security number
  • Information that you provide on applications, forms, and software. This customer information may include personal and household information such as income, spending habits, investment objectives, financial goals, statements of account, and other records concerning your financial condition and assets, together with information concerning employee benefits and retirement plan interests, wills, trusts, mortgages and tax returns.
  • Financial account balances, holdings and Information about your financial transactions with us, or others (e.g., broker-dealers, clearing firms, or other chosen investment sponsors).
  • Information we receive from consumer reporting agencies (e.g., credit bureaus), as well as other various materials we may use to provide an appropriate recommendation or to fill a service request.

 

How does Celestial Wealth Management protect my personal information?

We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services in furtherance of the client’s engagement with Celestial Wealth Management. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.

 

How does Celestial Wealth Management collect my personal information?

We collect your personal information, for example when you

  • Sign an investment or financial planning advisory agreement
  • Open an Account
  • Request financial planning or investment advice
  • Tell us about your investment portfolio

What information can Celestial Wealth Management Disclose to affiliates and non-affiliates?

We may disclose the client’s information for our everyday business purposes:

  1. To individuals or entities not affiliated with Celestial Wealth Management, including the client’s other professional advisors and/or certain service providers that may be recommended or engaged by Celestial Wealth Management in furtherance of the client’s engagement with us (i.e., attorney, accountant, insurance agent broker-dealer, investment adviser, account custodian, record keeper, proxy management service provider, etc.) and then only to those persons necessary to provide the authorized services
  2. For marketing and offering products and services to you
  3. To persons assessing our compliance with industry standards (e.g., professional licensing authorities, consultants, etc.)
  4. To our attorneys, accountants, and auditors
  5. As otherwise provided by law

We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative or marketing services on our behalf or for joint marketing programs). These third parties are prohibited to use or share the information for any other purpose. Celestial Wealth Management only authorizes employees who have signed a copy of the Privacy Policy to have access to client information. Employees violating Celestial Wealth Management’s Privacy Policy will be subject to our disciplinary process. In the event there were to be a material change to our privacy policy regarding how we use your confidential information, we will provide written notice to you. Where applicable, you would be given an opportunity to limit or opt-out of such disclosure arrangements.

 

If you have questions about this privacy notice or about the privacy of your customer information call (443) 438-7211 or visit http://www.celestialwm.com and ask to speak to the Chief Compliance Officer

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