To ensure the wealth accumulated in a business or portfolio remains in the hands of the families who created it. How? Through tools and options that you may not even know you qualify to activate. Go beyond the one-year financial lens to explore how you can leverage the 9 Pillars of Intentional Wealth to maximize the cash flow you are already generating in order to have exponential results.
Book your sounding board session to discover which of these pillars can multiply your efforts and shorten your path to success. Don't let holes in your current financial plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.
Book your sounding board session to discover which of these pillars can multiply your efforts and shorten your path to success. Don't let holes in your current financial plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.
Services
About
Report
Podium Prosperity Group story is similar to that of many other small businesses. It started with an idea that developed into a vision that grew into a successful company, one client at a time. Believing in the guiding principle of collaboration, Julie Muir and Jim Pelot, co-Founders of Podium Prosperity Group, have built a team of compassionate, knowledgeable and experienced financial specialists.
Services
Report
Podium Prosperity Group's approach to financial services encompasses much more than traditional investment strategies or retirement planning. We take the time to listen, analyse and apply our expertise to fit all the pieces of your unique financial puzzle into a complete and comprehensive picture. Everyone's financial situation is unique.
Integrated Corporate Life
Report
We understand that your Personal Life and your Corporate Life are intertwined financially. We know that, if you are like most business owners or professional corporations, your Personal Wealth Strategy is not integrated with your Corporate Wealth Strategy causing you to miss out on opportunities to build TRUE financial independence.
Personal Pension Plans
Report
You have spent years building. You've poured your heart and your profits into creating and growing a successful business. Now you're looking forward to thoughts of retirement and want to ensure you get the value back out. Additionally, you don't want to give up lifestyle today to enjoy lifestyle in retirement.
Financial Planning
Report
A financial plan isn't static - just like your business isn't static. Whether you are many years from retirement, nearing this transition phase, or already retired and thinking about your estate planning, we can help. When you started your business, your plan may have consisted of little more than a plan to grow something fabulous and then sell it or pass it on to your adult children.
Reviews
Be the first to review Podium Prosperity Group.
Write a Review
