Broker Check

Small Business Owners with Less than 39 Employees

Building a new venture from the ground up, growing an existing business, and transitioning a business from one generation to another all have two things in common. First, they’re difficult processes. And second, they all take a lot of time.

As a result, most business owners spend more time working “in” the business—that is, dealing with everyday details—than they do “on” their business. But if they don’t put in enough time to grow and expand the enterprise, they’re not going to see much long-term success.

Michael Gerber, author of The E-Myth Revisited, says the typical small business owner’s personality is made up of 10% entrepreneur, 20% manager, and 70% technician. The perfect mindset, however, is composed of the three parts equally. Such an ideal psychological framework allows one to focus on the short-term and long-term prospects of a business simultaneously.

That’s a lot easier said than done, especially when you factor in all the other decisions, challenges, and considerations that small business owners must deal with on a daily basis. Fortunately, here at WMGNA, we can help make things a lot less stressful.

With a monthly membership plan at WMGNA, you will receive our All-Inclusive Wealth Management Service. Plans start as low as $175 and include advice on such issues as 401k/profit/defined benefit plans, succession planning, asset protection and more.

You’ll also receive WMGNA’s unique method of financial planning. We call it Restylement™, and it has helped other business owners just like you. It creates a road-map to success by performing a 360° analysis of your entire financial life.

Your membership also includes access to the WMGNA mobile app. You’ll be able to monitor your account’s performance and keep track of your important documents while you’re on the go. It’s all part of the WMGNA Experience.

We believe money is a means to an end, but it’s not an end. Time is the great equalizer, and we all only have 24 hours in a day, 168 hours in a week, and everyone wants to have “enough” time to enjoy their money. 

That is why we created our True Success™ formula:

           True Success is Having a Great Lifestyle + Money × The Time to Enjoy It!

So, e-mail or Call Us today. To see how WMGNA can make the True Success formula work for you click here.