Private Corporations

Like most professionals, as the owner of a private corporation, you are required to manage your own destiny in terms of career path, business expertise, and the identification of trusted resources to guide your financial well-being. These trusted resources may include your lawyer, accountant, investment adviser, banker, insurance agent, and business advisors. Each of these professionals has your best interests in mind and, based on their area of expertise, will direct you toward what they know, what has worked for them in the past, and the opinions they’ve developed over time.

Unfortunately, your financial portfolio is often the result of advice from a collection of people who have worked in isolation from the bigger picture. Because their areas of expertise are very specific, they may function as either generalists or specialists. In each case, they may not be in a position to advise you on your entire financial well-being, as they take a centric view of your current situation, whether it’s personal, financial, or business-related.

At Budovitch Legacy Planning, we don’t just factor in your income and investments; we provide a complete picture, incorporating important elements such as taxes, outgoing fees, interest rates, protection against life uncertainties, and more. Understanding the exact factors that may erode your wealth is our first priority in order to establish a well-planned legacy program.

At Budovitch Legacy Planning, we work with our clients who are owners of private corporations to incorporate their financial data into a comprehensive protection, growth, and savings program, which forms the foundation of their Legacy Plan for the future.

More than 25 unique attributes are collected to generate a complete financial picture at a glance, making coordination and wealth management a straightforward, uncomplicated process.

Visualizing Lost Opportunities

Like it or not, bank fees, government taxes, market volatility, and more chip away at your money and assets. This problem goes far beyond the actual cost of fees and penalties; it results in lost opportunity costs. What could have been done with that money instead? Our unique program helps you identify the lost opportunity costs working against your wealth, and in turn, we offer strategic ways to overcome them and grow your wealth.

Full-Scope Analysis

Looking at every aspect of your financial picture is one of the key components of our Legacy Planning Program. It's built on a simple idea that is often overlooked in the financial arena. You likely have multiple file folders filled with monthly statements and prospectuses from your various financial providers. From debt to savings, investments, and insurance, each element must be analyzed and assessed separately. Then – and only then – can the individual parts be primed for construction into a holistic legacy plan, where the potential of every asset is re-engineered for long-term efficiency and productivity.

The Budovitch Legacy Planning solution includes a unique set of tools that break down complex scenarios to provide financial certainty, both now and in the future. Our proprietary technology model generates the path and plan, along with the necessary financial products, to effectively and efficiently provide the optimal solution for your Legacy Planning needs.

We do not approach your legacy planning needs by offering an opinion or a financial product that serves our interests. Our focus is entirely on you, your path, and your future.

Custodians of your Legacy Plan

As part of our Concierge Program service, we keep our clients informed about their portfolio’s performance—even when the elements aren’t physically consolidated into a single program. Wealth creation and preservation, asset management, and financial growth aren’t simply “behind-the-scenes” activities at Budovitch Legacy Planning Inc. They are integrated into a transparent and synchronized report that simplifies your personal finances and maximizes your potential.