LIVE TWO PART 90 MINUTE MASTERCLASS
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.
Can you relate to any of these common problems many business owners are facing today?
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.
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.
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.
October 3rd and 4th, 2022
1:00 PM EST – 2:30 PM EST
12:00 PM CST – 1:30 PM CST
10:00 AM PST – 11:30 AM PST
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.
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:
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.
We collect your personal information, for example when you
We may disclose the client’s information for our everyday business purposes:
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