Schedule Your Financial Future Assessment

Brian Skrobonja, ChFC®, CPWA®, Author, Entrepreneur and Wealth Advisor.

Since you’re here, my guess is that you’re ready to build and protect your financial future. And you’re ready to see how my team and I can get you there like we’ve done for hundreds of business owners, families, and individuals.

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Here’s your first step

Schedule your complimentary Financial Future Assessment below with our Wealth Team.

During this call, we’ll ask you questions to better understand where you’re currently at with your finances and where you want to go so we can start helping you build a bridge to get there.

You’ll have an opportunity to ask any burning questions you have regarding preparing for retirement, preserving what you have for retirement, reducing tax exposure, or improving your overall financial situation, for example.

If we determine that we’re a good fit to work together, we’ll share more about the different ways we can help you create a financial plan that gives you access and control over your money so you can build your dreams and live a life of financial freedom.

Who This Is For…

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You're preparing for or thinking about retirement.
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You’re a well-established business owner with positive cash flow.
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You've been accumulating assets and are now ready to begin using the money you have.
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You have all your financial needs met and desire to establish a legacy plan for your family.
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You have successfully built wealth for yourself and would like to create a financial plan.
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You've worked with investment professionals in the past but realize there is more to planning your future than just investing.

We invite you to schedule your complimentary assessment below.

Our process begins with a 30 minute call to learn about you and what you’re looking to accomplish by hiring my team.

Please note that just because we have this call does not mean that we will work together.

If at the end of the call we feel like it would be a good fit to work together, we can discuss next steps. However, if we don’t feel like it’s a good fit, we’ll be honest and let you know.  It’s very important to only work with clients we’re confident we can help.

Click below to fill out the short application so you can book your Complimentary Financial Future Assessment now

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5 Steps To Build & Help Protect Your Financial Future

In my 25+ years of experience, I’ve worked with thousands of business owners, families, and individuals and have distilled down the five steps that separate the wealthy from the average. The BUILD Wealth System™ will help you build and protect your wealth so you can invest your time, money, and energy into what brings you the most joy in life… whether that’s your next business venture or traveling the world with your family.

You no longer have to jump from one idea to another with hopes of finding the next best strategy, or struggle to find the right professionals to assist you. Our dedicated Wealth Team will help you discover how to plan for your entire financial situation and help to align your money with your goals in five simple steps.

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Step 1: Get Clarity  

Mindset, Dreams, & Cash Needs

What’s most important to you in life? I ask because what we value influences how we invest. The first step that all wealthy individuals take is to get clear on their true desires. We’ll dive into what’s most important to you and help you understand how your money is currently flowing and detect any holes where you may be leaking cash. We’ll align your cash flow and resources with your goals so you can focus on what matters most to you in life.

Step 2: Identify Roadblocks  

Regain Control Of Your Money

Identifying the roadblocks standing in your way of achieving your goals is key to overcoming them. We’ll take inventory of your current financial picture and examine which resources (income, business, savings, retirement account, etc.) are propelling you toward your goals and which ones are holding you back so you can regain control of them and help ensure money is available when you need it.

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Step 3: Build A Foundation  

Uncover Blind Spots To Help Ensure You're Protected

It’s critical to look at the pieces of your financial plan that pose the greatest risks so we can uncover any blind spots and help ensure you’re protected. We’ll analyze the foundational pillars to help ensure that your financial plan is strong from multiple angles. This may include strategies to help reduce any dependency on banks.

Step 4: Mirror Success  

Invest Like The Wealthy & Plan Like The Rockefellers

Success leaves clues, and there are key principles the top 1% use to manage their wealth and build their balance sheet. We’ll come up with your custom plan using proper diversification and set formulas that mirror how the wealthy invest. Our Wealth Team supports you each step of the way in building a financial plan that will impact your current and future generations to come.

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Step 5: Map Progress  

Stick To The Plan

An often-overlooked aspect to managing money is managing emotions. You’re going to hear things that cause you to doubt if what you’re doing is right. You’re going to see the market become volatile at times, making you feel anxious about what’s next. Our Wealth Team will be here for you each step of the way to help you focus on your plan, evaluate your progress, avoid potential pitfalls, and make the necessary adjustments to keep you on track and moving toward your biggest goals and dreams.

Ready To Get Plugged Into