Small Business Owners


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Helping Business Owners Build Personal Wealth

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  • Small Business Owners

    1. 1. John K. Bahr Helping Entrepreneurs Become Investors 249 E Hwy 54, Suite 300 | Durham, NC 27713 919-493-6043 | 888-228-0931 | Certified Investment Management Consultant  
    2. 2. Your Business Consulting Team Raymond James Corporate Accounts 401k & Retirement Planning Business Insurance Planning Corporate Trust Services Options & Concentrated Stock Services Healthcare Planning Small Business Owner John Bahr & Team Local CPA Local Business Attorney Personalized Wealthcare Business Succession Raymond James Investment Banking
    3. 3. What Makes Us Unique? <ul><li>Our Mission </li></ul><ul><li>  </li></ul><ul><li>We serve a limited number of clients who understand the value of having a dedicated and trusted financial advisor to help them and their families achieve financial peace of mind. </li></ul><ul><li>  </li></ul><ul><li>Our success is based on offering something others do not, a client experience that is unmatched in terms of communication, service and education . </li></ul><ul><li>Our clients can expect not only a personalized approach to financial planning but a professional relationship that they will find enriching and valuable . </li></ul>
    4. 5. Helping Business Owners & Their Advisors Forecast Their Monetary Goals <ul><li>Educate Business Owner on Non-Proprietary Succession Planning Tools Available. </li></ul><ul><li>Provide Consultation on Modeling Transfer or Sale of Business with confidence of meeting needs. </li></ul><ul><li>Resource for CPA/Attorney: Financial Projections for their Client. </li></ul>
    5. 6. Tracking “How much is enough?” <ul><li>Uncertain < 75% </li></ul><ul><li>Not Saving enough </li></ul><ul><li>Inappropriate Allocation based on long term goals </li></ul><ul><li>Sacrifice >90% </li></ul><ul><li>Saving too much </li></ul><ul><li>Spending too little </li></ul><ul><li>Taking on too much Investment Risk </li></ul>Confidence & Comfort (in “balance”) High level of confidence and Peace of Mind How do we track “How much is enough? Central to the Wealthcare process is the Confidence calculation . This analysis simultaneously evaluates your goals, your investment allocation and your assets to determine how confident you can be that your goals will be met. The Wealthcare process subjects your goals and investment strategy to this sophisticated ‘stress testing’ process which simulates 1000 market environments, both good and bad. Your Confidence or Comfort is the percentage of the 1000 simulations that achieve your goals. For example, if you achieved all of your goals or more in 830 of 1000 tests your confidence is 83%.
    6. 7. At what price does selling my business provide enough for my retirement? Your Recommended Goals are custom designed based on your priorities . This recommendation is designed to avoid undue sacrifices to your financial lifestyle and if possible avoid unnecessary investment risk. With these objectives in mind, our recommended goals and investment strategy falls within balance so that you can be confident that any future modifications to your goals will be moderate and manageable through ongoing monitoring. The investment profile is hypothetical, and the asset allocations are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these examples and how they relate to your own financial situation.
    7. 8. Step 1 : Discovery  Define Success We will work closely with you to: Fully Understand Where You Are Now B Clarify Where You Want To Go Our Objective : Develop a clear understanding of what is important to you and how we can help you. A For illustrative purposes only. Investing involves risk and you may incur a profit or a loss
    8. 9. Plan Development <ul><li>Create an Investment Policy Statement </li></ul><ul><ul><li>Asset Allocation Targets </li></ul></ul><ul><ul><ul><li> Disciplined Process vs. Emotional Decision </li></ul></ul></ul><ul><ul><li>Risk Management Parameters </li></ul></ul><ul><ul><li>Rebalancing Process </li></ul></ul><ul><li>Finalize Recommendations </li></ul><ul><li>Our Objective: </li></ul><ul><li>Create an Action Plan Business Succession </li></ul>
    9. 10. Keys to Our Relationship Our goal: Your 100% satisfaction with the advice and service you receive. <ul><li>We focus the majority of our time on our clients, and we are very selective in building our client base. We depend on our best clients to help us grow and maintain a high-quality practice by introducing us to people just like themselves. </li></ul>Referrals <ul><li>The success of our long-term relationship, and your long-term investment experience, depends on our maintaining an open, ongoing dialogue. </li></ul><ul><li>We will communicate with you regularly, openly and honestly about your financial plan, including fee schedules. </li></ul><ul><li>If you have a question or concern about the management of your account, your statement, your fees, or just something you heard from a friend, contact us about it. We are here to help. </li></ul>Communication <ul><li>In order for us to give you our best service, it is critical that you be as forthright as possible, providing us with complete and accurate information. </li></ul><ul><li>In disclosing this information, you can be assured that we take stringent measures to protect your privacy. </li></ul>Disclosure Confidentiality
    10. 11. John K. Bahr, WMS Certified Investment Management Consultant Raymond James Private Client Group 249 E NC Hwy 54, Ste. 300Durham, NC 27713 888-228-0931 Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent broker/dealer, and are not insured by FDIC, NCUA or any other financial institution insurance, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Helping Entrepreneurs Become Investors