The goal isn’t more money. The goal is living life on your terms.
~ Will Rogers
Who We Serve
At Resolute Wealth Planning, we believe in “Health and Wealth” – meaning that having a solid financial footing is an essential part of the balance for a healthy, holistic life. We’re here to help with that.
The clients we serve include:
Pre-Retirees
Pre-Retirees
Retirement Preparation: A Comprehensive Approach
- Have I saved enough?
- How long will my savings last?
- Can I weather a market downturn?
- How has my risk tolerance changed?
- Is my portfolio diverse enough for this stage of life?
At Resolute Wealth Planning, we’re committed to addressing all your concerns thoughtfully and thoroughly. We’ll begin by understanding your current financial situation and your desired lifestyle in retirement. Then, we’ll develop a comprehensive plan that is designed to maximize your hard-earned savings.
The goal is to ensure you feel confident and prepared as you transition into this stage of your life. We’ll stand by you no matter what the coming years bring, providing guidance and support to help you navigate this important phase with ease and confidence.
Business Owners & Entrepreneurs
Business Owners & Entrepreneurs
Customized Guidance for Business Owners and Entrepreneurs
Today’s business owners and entrepreneurs face unique challenges. We’re here to provide customized guidance tailored to your specific needs. Working with us means you’ll get a comprehensive plan that aligns with your business and personal objectives – ensuring all aspects of your financial life are seamlessly integrated.
Business owners sometimes prioritize their business needs over personal financial planning, which can lead to gaps in preparing for the future. Determining the right retirement plan to benefit both your business and employees can be complex. Whether you need support with cash flow, leveraging assets, tax-efficient strategies, retirement and estate planning, insurance assessments, or simply getting started, we are here to serve as your trusted advisor.
High-Net Worth Families & Individuals
High-Net Worth Families & Individuals
Multi-Generational Wealth Planning
Ensure your legacy endures for generations. We specialize in multi-generational wealth planning, designing and implementing comprehensive strategies that address the unique complexities of legacy planning.
We focus on preserving and protecting the wealth you have built. Our approach encompasses trust and estate planning, tax-efficient strategies, and rigidly disciplined portfolio construction to help safeguard your assets. With a disciplined and thorough assessment of your needs, we guide you and your family through every step of the process to ensure a financially confident future for generations to come.
Professional Multi-Sport Athletes
Professional Multi-Sport Athletes
Customized, Rigid Wealth Planning
Fluctuating income. Short career spans. The need to manage wealth quickly and responsibly at a young age. Professional athletes face unique challenges and complexities in their finances – challenges and complexities that require specialized strategies and rigid discipline.
Balancing financial education, tax planning, budgeting, and retirement planning while training and racing can be difficult. The early years are crucial, and without proper guidance, wealth can be potentially mismanaged – leading to financial difficulties in the future. Athletes need robust legal and estate planning to help protect their assets and plan for unforeseen circumstances. Tailored tax planning may be necessary as well with earned income in multiple states or countries, prize money, and endorsement deals. The career of a professional athlete is typically shorter than most professions; this involves a comprehensive retirement plan and blueprint for success from the start, exploring alternative income streams and investing wisely to generate long-term wealth.
We are here to help you navigate these complexities, helping you achieve a confident financial future.
Striving for Excellence
Striving for Excellence
An On-Ramping Program for Success
The Striving for Excellence program is a tailored initiative designed for those who are driven and disciplined in their pursuit of success. This program is particularly meaningful to Resolute Wealth Planning’s founder, Beau Riggs, as he began his financial journey from humble beginnings and understands the unique challenges faced by those starting from the bottom.
In an industry where minimum requirements can sometimes create unwelcoming first impressions – particularly for individuals whose primary assets may be tied up in retirement plans – our program offers a customized solution. We aim to provide the guidance and blueprint necessary to set you on a path to success, regardless of where you currently stand.
Our approach involves a long-term, evolving process for individuals committed to putting in the work. We venture forward and further together. We begin with an exploratory conversation to understand your needs, goals and financial situation. From there, we develop a comprehensive plan, taking corrective measures as needed, and empowering you to make informed decisions about your financial future.
By focusing on your unique journey and providing personalized support, the Striving for Excellence program is dedicated to helping you achieve your aspirations – and be that chain-breaker in your financial planning journey.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance, and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with appropriate professional.
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