Captive Wealth

ATTENTION SMALL BUSINESS OWNERS – Captive Wealth describes a financial strategy with potentially significant benefits. The idea is to create a special purpose, private insurance company that can turn before-tax dollars into after-tax benefits for the owners of the parent company. More

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About Tony Kendzior, Author of The Dynamics of Retirement and publisher of online school, Successful Retirement Secrets.

Tony Kendzior, CLU, ChFC is a semi-retired entrepreneur in financial services. Since 1975, his financial practice has served his community as a trained insurance agent, investment advisor and financial planner. Early on he earned his status as a Chartered Life Underwriter, or CLU, and as a Chartered Financial Consultant or ChFC. Ultimately he established his own Registered Investment Advisor firm, Florida Wealth Advisors, LLC.

Today he continues to live in North Central Florida, building new relationships with busy people thinking about their retirement. He created and published an online school that teaches an innovative way to think about and plan for retirement. You can learn about his ideas, his publications, and his way of thinking and teaching at his personal and professional website https://floridawealthadvisors.com/

Among his books here on Smashwords is Captive Wealth! This reveals a contemporary technique for small business owners and athletes interested in ways to make their business more tax efficient. He considers himself a fiduciary and has a personal and professional commitment to clients, knowing that if they succeed, so will he.

Learn more about Tony Kendzior, Author of The Dynamics of Retirement and publisher of online school, Successful Retirement Secrets.

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