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Your business makes the money. Your ecosystem decides what it turns into.

WHAT WE DO · FINANCIAL ECOSYSTEM

Most owners have pieces: a policy from one person, an investment account from another, a retirement plan the payroll company set up. None of it talks to each other, and nobody is watching the whole picture.

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How it fits together

“Every piece has a job.”

We build the system around you and the business so every piece has a job. The idea is simple. A set share of business profit leaves the company on a schedule and moves into assets you control.​

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Protection first, then growth.

What goes into it

  • Protection for your income, your family and the business itself

  • Investment accounts built for growth outside the business

  • Retirement plans designed for an owner, not copied from a template

  • Real estate and other assets that build wealth on their own

  • Cash reserves so a bad quarter doesn't force a bad decision

The Phelix Model: structuring, financial ecosystem, tax strategy and exit planning working as one plan, with your CPA and attorney at the table

The first conversation is free and takes 30 minutes. Bring your questions. We'll tell you what we see.

Phelix by the numbers: 500+ families and business owners served, clients in all 50 states, 15+ years of combined experience, 21 years of Navy leadership

By the numbers

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