High Net Worth Corporate Investment Strategies

Why You Need High Net Worth Corporate Investing Strategies

When it comes to high net worth investing you need to be strategic. There are many key pain points to keep in mind in order to protect and build upon your wealth.

Here are just a few of the key pain points you should keep in mind when protecting and building upon your wealth and what you can do about them:

  • Overpaying in taxes – Custom financial solutions including tax strategies, deductions and more to keep more of the money you and your company earn.
  • Small business tax changes – Strategize the best approaches to a rapidly changing financial climate.
  • Retiring wealthy and transitioning smoothly – Make sure your best years are the ones still ahead and that, when you’re gone, those you love are well cared for.
  • Leveraging company investments for personal gain – Learn effective and legal ways to harness your success to higher gains without sacrificing your wealth or security.

Helping You Make the Best Business Investing Decisions

At Safe Pacific, helping high net worth professionals, families and businesses like you and yours to develop financial plans customized to your specific needs. This plan may include various insurance, investment and banking options as best supports you in successfully meeting those pain points and capitalizing on your resources for your lifetime and your legacy.

Small Business Tax Changes – Our team of financial experts can help you stay on top of all the latest changes to small business taxes and strategize the best way to adapt to those changes for the benefit of you and your business.

Company Retirement Planning – We support you as well in supporting those who rely on you for their welfare and security, namely your workers. As every successful business owner knows, that success is contingent on having a team that feels personally vested in the success of the company. We can help you develop a company retirement plan that allows you to uplift yourself and everyone under your wing so you can all benefit from the same rising current. That means health, wealth and prosperity for them and all their heirs as well as you and yours.

Bank on Yourself Strategies – Our team is fluent, additionally, in applying Bank on Yourself strategies to use insurance as a wealth-production product. Specifically, these strategies allow you to harness the power of life insurance to access valuable liquidity for your corporate investing endeavours.

Executive Health Savings Plans (EHSP) Development – We can help you set up an EHSP to protect both the company and its workers in case of a sudden critical illness like cancer or a heart attack. This co-owned, co-payed product also pays out to both the out-of-work employee and the employer facing an unexpected staff shortage.

Insurance Investing Solutions – Whether for your company or family, we can help you identify and take advantage of the best investment solutions available.

Why Safe Pacific?

At Safe Pacific Financial, we work for you and only you. What sets us apart from other company investing strategists is our paramount focus on our relationships with our clients. We are independent, this means we only suggest products and services to your needs. At Safe Pacific, we offer you industry-accredited and award-winning service.

To put these corporate investment strategies and more to work for you, contact Safe Pacific Financial Inc. today by filling out the form below to schedule an appointment.

Our Process

Our multiple meetings process lets us get to know your unique business, and your goals. Our no pressure, no rush philosophy means that we won’t rush you to make any decisions. We are driven by satisfied clients that choose what’s best for their business; not by sales targets or commissions.

  • Step 1

    Discovery Meeting

    We’ll get together in-person and learn about your current situation, your goals and your concerns moving forward. This is an important first meeting as it sets the stage for our ongoing relationship. Our first discovery meeting takes place in a trusted and comfortable environment —usually our office or your office.

  • Step 2

    Crunch The Numbers And Make A Plan

    From there, we’ll head back to the office and crunch numbers and come up with some suitable recommendations based on what you told us at the discovery meeting. We’ll run quotes with various insurance and investment suppliers and put together a written plan with options and pricing to present you.

  • Step 3

    Proposal Meeting

    We will meet with you again and present a written proposal with Considerations, Recommendations, Options and Pricing. Everything in the plan will be explained to you in plain English and we will show some options to fit your needs and budget. During this process our core philosophy of “no pressure, no rush” helps build trust and make you feel comfortable as we move forward.

  • Step 4

    Implement Your Plan

    This happens about a week later—after we’ve made any proposal changes and updates based on your feedback. Once we’ve agreed on a great solution we can start to implement the plan. By the time we get to this stage we’ve gotten to know each other very well and have built a good relationship.
    We hope we can welcome you to the Safe Pacific family, where we can work together to meet your family's goals for many years to come.

At all times throughout this process, our discussions are 100% private and confidential.

Professional, timely, customized, and cost-effective! In the end, I got a better policy and I saved money! To top it off, Robert is simply a good person.

Gregg Smillie

As a new massage therapist and business owner, it was really important for me to make sure that I had coverage should something happen. Robert was very knowledgeable and patient when explaining the different insurance terms and policies in a way that I could understand. He also spent time with me to better understand my family situation and our future goals so that he could make the best recommendations for me and my family.

Michelle Belamour

I have worked with Robert Trasolini and Laurent Munier several times and I find them extremely helpful when it comes to Life, Critical illness and Disability insurance. They are able to explain things clearly and are really great guys to work with. I highly recommend them to my colleagues, clients and friends.

Pete Shpak

One thing I've learned after spending nearly ten years in the business of financial planning and working directly with clients is the value of working with someone who is both knowledgeable and genuinely cares about your well being. Robert comes with a wealth of knowledge and, more than most in the profession, will take the time to make sure that you are informed and protected while maintaining a life long relationship.

Insurance is not just a product, it is a part of your whole financial plan. If you don't currently have this relationship with your insurance advisor then contact Robert at Safe Pacific Financial.

Kevin Parton