Success Story: Protecting Your Success

The timing could not have been worse for Joe and Cindy. It was 2009 and they just had their third child. Cindy was staying at home and Joe lost his job as a consultant. 

Joe had always wanted to strike out and hang his own shingle, but the corporate salaries he had were nice. He had a growing family with growing needs and walking away from that financially seemed like too much of a risk. But with few other options, it was time to make that hard decision. 

What he thought was the worst timing ever turned out to be a blessing in disguise. He started Genera at ground zero. Three tough but rewarding years later, he had built a business that could sustain and take care of his growing family. 

From humble beginnings, Joe steadily grew.  Now, he has 40 people working for him. With a solid management team in place, Joe works fewer hours now and Genera is more profitable than he could have ever imagined. 

This level of success is enviable from one standpoint but it can also be dangerous. Decisions need to be made regarding planning, protection, and diversification. 

From the start, building the business to the success it had reached today has taken all of Joe’s time and attention. He put on blinders and did everything he could to make sure that Genera was successful. Mission accomplished……now what? Joe suddenly found himself in unfamiliar territory. Making decisions at Genera has become easy, but now there were new goals and new problems to solve, and Joe felt like he needed a new perspective.

Joe and Cindy came in for their first appointment unsure of what to expect. We ran through our process of creating personal financial documents and a plan for moving forward. This includes addressing insurance needs, estate planning needs, cash flow management, and investment management. 

That is where Schulz Wealth comes in. We have a proven process that has been used for many years in helping business owners turn their business success into a long-lasting legacy.