Wise Choice Planning, LLC has introduced its proprietary Wealth Navigator Rx, a strategic framework built to help business owners navigate complex exit planning, succession, retirement, and multigenerational wealth preservation. We developed this approach amid growing demand for clarity, coordination, and readiness in unpredictable economic conditions.
The Wealth Navigator Rx is designed to maximize business exit value while minimizing tax impact and preserving legacy assets for future generations. Through a coordinated, relationship-driven process, Wise Choice Planning acts as a financial quarterback. We work directly with attorneys, CPAs, and family stakeholders to provide a seamless transitions backed by strategic foresight.
From my 20-years in commercial banking I have seen, Too many business owners focus on running their business and not enough on leaving it well. That’s where we come in. The Wealth Navigator Rx exists to protect your family, your business, and the life you’ve earned.
The Small Business Administration estimates that over 10 million U.S. small business owners plan to retire within the next decade, creating an urgent concern for succession. Forbes research shows 70 percent of family-owned businesses fail to transfer successfully to the second generation. Wise Choice Planning’s model prioritizes planning ahead, addressing a wide range of outcomes including sudden loss, retirement, or unexpected market shifts.
Clients benefit from our multi-generational planning tools, which are tailored to family dynamics and legacy goals. Unlike cookie-cutter solutions, our approach is rooted in personal relationships, long-term strategy, and direct coordination with a client’s existing professional team.
Brent M. Wise founded the firm following a 20-year career in commercial banking. After witnessing families lose wealth or incur unnecessary taxes during poorly orchestrated business transitions, he developed the Wealth Navigator Rx to better serve business owners preparing for their next chapter.
Brent M. Wise offers products and services using the following business names: Wise Choice Planning, LLC – insurance and financial services; Retirement Nationwide, Inc – insurance and financial services; Ameritas Advisory Services, LLC (AAS) – investment advisory services. AAS is not affiliated with Wise Choice Planning, LLC or Retirement Nationwide, Inc.
Media Contact
Organization: Wise Choice Planning, LLC
Contact Person: Brent M. Wise
Website: https://wisechoiceplanning.com/
Email:
brent@wisechoiceplanning.com
Country:United States
Release id:33061
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Wise Choice Planning Launches Wealth Navigator Rx Framework to Guide Business Owners Through Tax-Efficient Exits
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