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Uncover your financial blind spots and enjoy true financial peace.

After nearly a decade of working with business owners, we’ve discovered some of their most common blind spots. These blind spots have kept them from achieving their ideal lifestyle. Can you relate to one or more of these?

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Financial Blind Spots

Financial freedom means having the room to live a life by design, instead of making reactive decisions.

FINANCIAL BLIND SPOT #1

YOU’RE PAYING MORE TAXES ON YOUR PROFITS THAN REQUIRED.

When taking taxes into consideration, many business owners have felt like they were working for free. Their only tax planning strategy is to increase their business expenses when there are more effective ways to minimize their taxes.

FINANCIAL BLIND SPOT #2

YOU HAVE A BUSINESS THAT LOOKS SUCCESSFUL ON PAPER BUT AREN’T ACTUALLY LIVING YOUR IDEAL LIFESTYLE.

Many business owners know their business really well, but lack clarity on personal finances and expenses. They feel their income seems to stay the same regardless of how much their revenue increases. This makes it challenging for them to make their dream lifestyle a reality.

FINANCIAL BLIND SPOT #3

YOU DON’T HAVE AN ACCURATE IDEA OF HOW MUCH MONEY YOUR BUSINESS IS REALLY WORTH.

Most business owners don’t know the steps they can take to increase the value of their business. This is important to know in advance to minimize taxes on the sale of your business.

The majority of people have goals for their family, business, and lifestyle but don’t have a solid financial plan on how to achieve them.

You and your family deserve to live the life you dream of. Don’t let these blind spots rob you of this life by letting them become an afterthought.

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It’s time to take control of your finances and create a plan that supports your business AND lifestyle.

Boston Integrity is here to help.

Hi, I’m Randall Boston, the founder of Boston Integrity and I’d love to collaborate with you to create a plan that supports the business and lifestyle you aspire to have. Together we can create a financial plan that maximizes your business profits and gives you peace of mind. There are things you can do now to meet your goals for your business, family, and lifestyle. Whether you want to make sure you’re not overpaying in taxes, that you can retire by your desired age, or build generational wealth for your family. . .

We can help you create an actionable plan to get there.

Ways We Can Help

Gain financial confidence and clarity knowing where your business stands at any given moment. We’ll explore tax planning strategies to minimize your taxes and maximize your disposable income.
Get an accurate assessment of how much your business is worth. Discover the steps you need to take to increase the value of your business and be prepared in the event of a sale. This is important to prepare in advance since taxes can’t be minimized after the sale (only before).
Achieve your personal goals and the lifestyle you envisioned when you started. Together we’ll create a roadmap to reach your dream lifestyle so you can find fulfillment in both business and in life.
Discover smart ways to invest the extra cash flow in your business responsibly. Receive guidance on how to set up not just retirement and pension plans for employees, but also business investment accounts.
Build a resilient business and protect the things that matter to you most – family, business, and generational wealth. Get the tools you need to be prepared for unexpected events like owners or key employees becoming disabled or passing away.

We use Fee-Based planning to put your best interests first!

When you are searching for the right financial planner to partner with you want to make sure they are charging in a way that puts your best interests first.

There are three main ways financial planners charge:

Commission-Based

Commission-based financial professionals only make money based on what financial products they can sell you. This model doesn’t provide a structure to achieve your financial goals or provide ongoing support.

Asset-Based

Under this model, financial corporations make money by charging a percentage of your assets. Because these advisors only get compensated by the amount you invest, a minimum amount of assets is required to be eligible.

Fee-Based

Fee-based financial planners charge a fixed fee for financial planning. This incentivizes your financial planner to work in your best interest. You receive ongoing support to make sure you are reaching your financial goals year after year.

Partner With Us

If you’re ready to take control of your finances and create a plan that supports your business AND lifestyle, take the first step by scheduling your Free Consultation. On this call, we’ll take time to get to know you — what motivates you, what your priorities are, and what you value most.

We’ll discuss your goals and concerns about working with a financial planner, and what you can expect. I’ll answer any questions you have about working together. You’ll walk away with actionable steps to get a clear, realistic picture of your current financial situation

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Next Steps

If we decide we are a good fit after the free consultation, it’s then time to create a personalized financial plan.

Step One
Create a Personalized Plan

Together we will review and evaluate your financial situation including personal and business finances. You’ll walk away with a personalized blueprint to reach your unique goals.

Step Two
Implement

You’ll receive concrete action steps and accountability to keep you on track.

Step Three
Monitior

We know life happens and plans shift and as a financial partner, we’ll be there to help you navigate them. On our regularly scheduled check-ins, we can make adjustments to your personalized plan so you can still reach your unique goals.

Schedule Free Consultation

Boston Integrity Financial Services & Insurance®