Using the C3© Process

For most small business owners, their business and personal lives are really one and the same. From a tax perspective, they are treated as different entities. In many cases, these parts of your life are treated like silos, but in reality, they all function to create your life–today and in retirement. It’s vital that they are viewed as one. We call this business integration.

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Confidence:
Data Collection and Diagnostic Tests

  • What is truly important to you?
  • What are you wanting to achieve?
  • What are you trying to eliminate?

Confidence:
Data Collection and Diagnostic Tests

  • Gathering the facts
  • Creating a clear image of where you are today
  • Understanding the impact of today on your future lifestyle

Control:
Diagnosis & Treatment

  • Action plan
  • Recommendations
  • Decisions made
  • Problems solved!

That’s how you achieve Peace, Power and Success.

We have enjoyed and trusted Roxanne since we started doing business with her some five years ago.  Over that period of time, Roxanne has expanded her knowledge and association with some great investment minds.  Confidence is required in any relationship, and we are confident with Roxanne and her team even in these volatile times.  We are looking forward to a great future.
Randy S
Estate planning to me was a daunting and stressful task. I knew it had to be done but where do I begin? How do I divide my estate? To whom? How much? The list goes on. However, lucky for me my estate planner, Roxanne Arnal has my back. What an enormous relief to have a person who knows the right questions to ask and delves into areas you had no idea existed. In the end, having an estate planner and having a plan in place is the best move you can make for your own piece of mind!
G Whiting
Roxanne has provided me with peace of mind financially and a clear path to retirement.
Dr. K. Jacobs
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For greater detail on what we do, but more importantly, why we do it, please refer to the services grid.

Contact us today to learn more about business integration and how our holistic approach to finances can help you and your business.

Request a Consult

Ready to Empower Your Wealth?
Let’s start a conversation today.

Request
a Consult