Because the largest portion of wealth for a business owner is tied up inside the business, Nick Bour discusses his approach to helping his business clients create a savings plan that makes sense for a successful future.
Providing his clients with education to help them make informed decisions deepens the relationship needed to feel confident in envisioning a successful retirement. In the interview, Nick discusses how small business financial advisors build financial solutions intended to help grow the business while building personal wealth and:
- Reducing or deferring taxes
- Creating Exit Plans
- Planning for business transition
- Managing Company Retirement Plans & Benefits
Listen to the interview on the Business Innovators Radio Network
Bour explained that “As a small business owner, you’re motivated, driven, and always on the go. And as a small business ourselves, we understand the stress that comes with managing personal finances while simultaneously tending to business matters. Our comprehensive financial solutions are designed to fit your needs and the needs of your growing business to set you up for continued success. Collaborating with a small business financial advisor, we’ll create a plan to optimize your assets and overall well-being fully.”
Video Link: https://www.youtube.com/embed/bCaP3yFm6zw
About Nick Bour
Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided to build his own firm to fully realize his vision for a business model that would arm clients with the knowledge and tools to plan for their tomorrow.
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.
When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.
Learn More: https://inspireyourretirement.com/
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