Prosperity Planning Services

As a business owner, your financial goals need a strategy that fits your business and personal life. Integrated wealth planning bridges the gap, creating a prosperity plan aligning with your personal and corporate financial situation.

This advisory service is the central hub for all your professional services - from accountants to legal advisors, bankers to financial advisors – as part of your professional advisors' team, we bridge the planning gap between your tax, business, wealth, estate, and retirement planning.

Crowe MacKay focuses on creating a safe space where your personal and business success are actively pursued together through open lines of communication between you and your professional advisors.

Questions We Help Answer

• Do I know how much I need to retire?
• When can I retire, and when do I envision retiring?
• Do I have a clear path to my succession plan?
• Is my company structured correctly for my succession plan?
• Is my estate plan aligned with my goals and desires?
• What is my growth strategy, and how will I utilize my wealth to maximize my PNW?

What are the Benefits of Our Service?

At the heart of our service, you will get:

• Integration of personal and business financial goals
• Transparent one-off payment
• Open lines of communication
• Unlimited access to your plan
• Single point of contact
• Centralization of all your professionals