A bad financial advisor can cost you more than you realize. But a great financial advisor? They can add tremendous value to your life.
How exactly?
In this quick video, Shane Fox shares the 7 ways our clients say we make the biggest difference. Watch now and find out how we can make an impact on your financial life as well!
Book an introductory meeting here!
Transcript:
Introduction: Why Most Financial Advisors Fall Short
A lot of financial advisors just sell products and plug you into a portfolio. But great advisors? They help with everything money related and add real value to your life. Hi, I’m Shane Fox, founder and managing partner at Ausperity Private Wealth.
Helping Families Manage Personal and Business Finances
We specialize in helping families manage their personal and business finances. Here are the seven ways our clients say we make the biggest difference.
Tax Awareness: Understanding Your Liabilities
This isn’t tax planning—yet. It’s simply knowing what you owe in federal, state, self-employment, and capital gains taxes.
Most business owners and investors hold cash without clarity on quarterly or year-end liabilities. Here at Ausperity, we help you understand what’s due so you can make smarter decisions.
Strategic Tax Planning for High Earners
While Ausperity doesn’t provide tax advice, we do assist with strategic tax planning. Many clients seek our help here because when you’re paying five or six figures in taxes, smart planning can make a big impact.
We help with strategies like classifying rentals to offset W-2 income, timing RSU sales with deductions, using donor-advised funds for charitable giving, plus retirement accounts, entity elections, Roth conversions, estate planning, and more.
The goal? Keep more of what you earn.
Cash-Flow Planning: Tracking Spending and Goals
Many high earners don’t track their spending, and that’s okay; but we still need to understand what you make, what’s going to taxes, what you spend, and what’s left for goals.
We use budgeting tools to give you visibility and help you make intentional choices.
Creating a Comprehensive Financial Plan
Most of our clients could walk away today if they wanted, but they lack direction.
We build a comprehensive financial plan covering cash, debt, investing, retirement, insurance, taxes, college, and estate planning. This gives clarity, avoids blind spots, and helps you stay on track.
Objective Guidance for Important Decisions
Money is emotional. Big decisions can feel isolated, especially when friends and family and everyone else is not in your shoes. We help you weigh the options, cut through the noise, and move forward with confidence.
Accountability Partner: Ensuring Nothing Falls Through the Cracks
Life gets busy. We help ensure everything gets done correctly and on time.
We coordinate with your tax team, attorneys, insurance agents, and brokers so nothing falls through the cracks.
Building Your Trusted Financial Team
Many clients come to us feeling like they’ve outgrown their CPA or lack trusted professionals.
We help vet and build your team—people that you like and trust. It’s work up front, but it saves time, stress, and costly mistakes down the road.
Partner With Ausperity Private Wealth
Let’s talk. There are seven ways we add real value straight from our clients. If you’re looking for a partnership like this, we’d love to connect.
Spots are limited for Q4, so head to the link below to apply. Thank you for watching, and I hope to speak to you very soon.