Wealth Building and Protection Strategies for Business Owners.

Building and protecting wealth is no small feat. At One Less Worry, we understand that as a Business Owner or Modern Affluent Client, you have unique planning needs. That's why we have a dedicated team which provides advanced planning strategies to help you be more tax efficient, build succession, and protect your estate. We believe that the key to building great fortunes is through a world-class team, and that's exactly what we've built at One Less Worry. Our team of financial professionals, tax attorneys, estate planning professionals, and insurance experts have hundreds of years of combined experience, and work together to provide you with a premium level of planning support. From creating tax-efficient retirement, succession planning, key person, buy-sell agreements, and healthcare plan analysis. We're here to help you plan for every aspect of your financial future.

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Book Appointment

Business Valuation, Tax Planning, and Sale Guidance Services for Business Owners.

As a business owner, it can be easy to undervalue your business. That's where we come in. Our team is here to give you a fresh look at the quality of your business and help you see its true worth. Beyond just valuing your company, we can also find unique ways to save you money on taxes. With our team of expert Tax Attorneys, we can work with you to explore different strategies for reducing your tax burden. And when it comes time to sell your business, we can guide you through the process and ensure you get the best possible price. We offer a 30-minute consultation to discuss how our services can benefit you, and don't worry - if we make any recommendations that cost you money, we'll clearly explain where the funds will come from so you won't be left in the dark. You can rest assured that we have your best interests at heart.

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Common Questions

What can you expect during the free 30 minute consultation call with our Business Team?

One of the first things you should do is book a free consultation with our Business Team. This is an opportunity for us to get to know you and your business and for you to get to know us. We want to make sure that we are the right fit for each other, and that we can help you achieve your goals. During the 30-minute phone call, we'll ask you some questions about yourself, your business, and your vision for the future. We'll also answer any questions you have for us. By the end of the call, you'll have a better understanding of how we can help you grow your business. So why wait? Book your free consultation today and take the first step towards realizing your entrepreneurial dreams.

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After we agree to work together what do we need from you?

After the 30-minute call, if you want to move forward, then we will need to work with you and your team to get a few things started.

Updated P&L Statement
3 - Years of Tax Returns
Updated Balance Sheet
Personal Financial Statement

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What are the four steps that our team will guide you through to create a plan for protecting your future?

Discovery - The team work begins right away as we meet with current financial professionals to determine prevailing goals. Good information at the beginning allows for amazing solutions at the end!

Design - A clear path to success, based on the specific goals discussed in the discovery phase, begins to take shape. Clearly illustrating intent with each proposed action will ensure every step laid out in the plan is leading to the end goal.

Delivery - Education is key in implementing a beneficial plan. We ensure all parties are 100% educated on the pursuing path. This allows for a seamless process and complete comprehension of why this is the ultimate path to success.

Deployment - Once all parties agree on the appropriate course, the work begins! With the combined team effort of tax professionals, attorneys, banks, insurance carriers, and current financial professionals, we begin implementing the plan into action.

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How does the One Less Worry Business Team create customized financial plans for each client and what professionals do they enlist to achieve this?

The One Less Worry Business Team understands that every client is unique and therefore requires a customized path to success. To ensure that each client's needs are met and goals are addressed, our team works diligently to create tailor-made financial plans. We enlist the support and experience of numerous financial professionals, including tax professionals, attorneys, banks, and insurance carriers to accomplish this. Our 4-step plan is designed to create a personalized path for each client, and our qualified professionals ensure that the plan is seamlessly implemented.

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Benefits

Why work with One Less Worry?

Our Principles

We use the The New Generation Retirement® system which is based on our three core principles – Fiduciary, Transparency, and Technology

Personalized Service

We don't just support our customers, we go the extra mile, don't be surprised if you get a birthday card in the mail after you work with us.

Key Partnerships

Our network of carriers and partners across all 50 states means that you'll be getting the best programs for you and your family.

Experienced Team

When you work with us, you get a team which includes CFA's, CPA's and CFP's that has been helping folks plan their retirement for more than 15 years.

Testimonials

Delivering results to our happy customers is our number 1 priority

"The benefits and the dividends will pay long into the future and long after I'm gone."

Robbie

Client since 2019

Thank you so much for your help and guidance. I finally have some peace of mind, now that we've gone over my pension, and feel like I'm way more educated and ready to take on retirement planning and anything else you recommend — thanks again!

Michael

Client since 2023

When my husband developed a chronic condition that put him out of work, we were quite literally saved by the living benefits policy that Danny helped us set up — we are forever grateful to him and his team!

Rachel & Thomas