Empowering Your Business Success
Tailored financial strategies for entrepreneurs and business owners
Our Entrepreneur-Centric Services
Modern Money is committed to supporting entrepreneurs and business owners with a comprehensive suite of financial services. Whether you’re just starting or looking to expand, our specialized financial strategies are designed to fuel business growth and secure personal wealth.
Life Income Retirement Plan
Planning for retirement as an entrepreneur is unique. Our Life Income Retirement Plan focuses on Tax-Free Retirement solutions.
Ensure a Comfortable Future: Relax knowing that your financial needs in retirement will be covered, allowing you to maintain your lifestyle and security.
Reap Rewards After Exiting: Continue to enjoy the rewards of your hard work even after exiting your business. Your effort is translated into sustained income during retirement.
Tailored Plans: Customizable plans designed to fit your unique entrepreneurial needs, reflecting your individual goals and retirement vision.
Why It Matters: Retirement planning for entrepreneurs requires a nuanced approach, considering fluctuations in income and unique risks of business ownership. Ensuring stable retirement is crucial to enjoying success you’ve built.
How We Can Help: Our Life Income Retirement Plan offers targeted solutions designed for business owners, with tax-free benefits and personalized strategies.
Group/Self Insurance | Succession
Building a stable and secure business structure is crucial. Our strategies provide Employer Sponsor Tax Advantages and Key-Employee Insurance.
Strong Business Continuity: Create a resilient foundation that ensures business stability and growth, fostering long-term success.
Strategic Risk Management: Carefully manage potential risks with specialized strategies that protect your business investments and sustain growth.
Enhance Key Employee Retention: Implement insurance solutions that reward and secure key personnel, ensuring they are invested in your business’s success.
Why It Matters: Building a resilient business requires safeguarding against potential losses and disruptions. Succession planning and key employee insurance are foundational to long-term growth and stability.
How We Can Help: Our Group/Self Insurance and Succession strategies offer robust protection and growth prospects tailored to your business needs.
Kai-Zen | Tri-Zen Executives
Financial stability for executives is essential. Our Hybrid Retirement Financing solutions align with executive needs.
Financial Security for Executives: Offer top-tier executive benefits that provide stability and prosperity, enhancing loyalty and commitment.
Foster Corporate Loyalty: Align executive goals with company objectives to create a cohesive and motivated leadership team that drives success.
Flexible Plans: Design personalized solutions to suit the diverse financial needs of executives, promoting a fair and robust benefits structure.
Why It Matters: Attracting and retaining top executive talent requires a solid financial plan. Providing financial stability through retirement planning strengthens loyalty and aligns executive goals with those of the company.
How We Can Help: Our Kai-Zen and Tri-Zen solutions offer specialized financial planning for executives, building a prosperous path for both individual and company success.
Life Strategy | 10 Million Net Worth
Effective wealth management and growth strategies for those with 10 Million Net worth.
Tailored Strategies: Create specific strategies that align with your financial vision, business goals, and personal wealth requirements.
Enhance Asset Protection: Protect and grow your substantial wealth through expert guidance, focusing on security, diversification, and growth.
Optimal Growth Opportunities: Work with seasoned professionals to identify and leverage the best opportunities for financial expansion and wealth accumulation.
Why It Matters: Managing substantial wealth requires a specialized approach. Ensuring that investments are aligned with both short-term and long-term goals is paramount for sustainable growth and stability.
How We Can Help: Our Premium Finance Strategy caters to high net worth entrepreneurs, offering personalized, effective solutions for wealth management and growth.
Empowering Your Financial Journey: Essential Insights and Strategies
Education is key to family financial planning. Explore our curated blog posts on children’s savings, estate planning, and more to guide your family towards financial prosperity.
Happy Customers.
I wanted to take a moment to thank Jordan and Sarun for their guidance in making sure our two young daughters are protected throughout their lives. Both Jordan and Sarun provided a comprehensive guide on how universal life insurance works for our daughters. They were both available to answer any additional questions after our initial conversation. Never once did we feel pressured to purchase any policies. They are stand up individuals and they only want the best for their clients. Thank you both for giving me and my wife peace of mind.
Raymond Macapagal
My husband and I got a IUL policy for us and our two children ages, 7 and 4. We went in with a specific budget and the team at Modern Money listen to what we were looking for in a policy and tailored one that fits our needs best. Jordan and Sarun both took their time to explain the benefits of the policies using graphs and charts to show us exactly how a policy like this works. We learned so much and we were excited to get a policy going immediately because we saw how this will help secure our future and create generational wealth for our children.
