Ken Ward

The 30-Day Legacy Challenge

Where will your business be in 10 years if you aren't in the room?. If you can’t answer that with 100% certainty, your Financial Architecture is flawed. We’ve spent 30 days talking about Buy-Sells. Now it’s time to build yours. The Phoenix: Stay Rising. Book your Strategic Consultation: https://calendar.app.google/n88Whw4Xd2VP4sBs6

Swan McCurdy Wells Mitchell . Cassandra Jones Bates

Review with Phoenix Rising Solutions

The Medical & Legal Specialty

For Doctors and Partners, your practice is your greatest asset and your greatest liability. I specialize in structuring complex succession plans for medical and legal firms. We ensure operational continuity so you can focus on your patients and clients. The Phoenix: Audit your defensive wall today.
Williams Majors Chintaman, Esq. Jones Al-Muid Purnell Chester Massaquoi Leger Forde, Ed.D.

The "Leaking Bucket"

Most "financial plans" have a leaking bucket. You're losing wealth to "tax-drag" and outdated coverage. We re-align your architecture with current IRS codes to mitigate millions in potential legacy loss. The Phoenix: I am not a bill, I’m insurance. Schedule your audit: https://calendar.app.google/n88Whw4Xd2VP4sBs6
Williams Majors Chintaman, Esq. Jones Al-Muid Purnell Chester Massaquoi Leger Forde, Ed.D.

Review with Phoenix Rising Solutions

Key Person Protection

Who is the "linchpin" in your organization?. If that person walks out the door—or doesn't wake up—does your revenue walk with them? Key Person insurance provides the firewall your bottom line needs during a crisis. The Phoenix: Protect the bag. Secure the legacy.
Marant Maurice Dumpson Varela Jr. Burley E. Ashby, Jr. Denton Thomas Uqdah, Esq. M. Washington O'Bryan