The self-made Super Rich, those people with a net worth of $500 million or more that they have earned through working and/or entrepreneurship, tend to act in ways that consistently translate into extreme wealth creation. Here are four main guidelines that the Super Rich take to heart and that are instrumental to their becoming extremely financially successful: Guideline #1: Define your value. Do not let others determine your significance. Guideline #2: Work your agenda. Do not just be responsive to someone else’s Guideline #3: Help other people succeed. Do not miss opportunities to create greater success for those around you. Guideline #4: Surround yourself with talented people. Do not settle for those who are second-rate. Repeatedly thinking through situations using these guidelines can result in better outcomes, leading to greater success in your career, your business and your life. #LionsWealth #LionsWealthManagement #BusinessManagement #LeadershipInsights #WorkTips
Lion's Wealth Management
Financial Services
St Louis Park, MINNESOTA 78 followers
We Help Business Owners Keep More of Their Wealth - Nationally Recognized Fee Based Financial Advisory Firm.
About us
We help business owners pay the least amount of tax possible so that they can invest in their family and community. Wealth’s ultimate purpose is to connect families and communities, create an impact through business, and leave a legacy of significance. 𝙊𝙪𝙧 𝙘𝙡𝙞𝙚𝙣𝙩𝙨 𝙘𝙤𝙢𝙚 𝙩𝙤 𝙪𝙨 𝙬𝙝𝙚𝙣 𝙩𝙝𝙚𝙮: ✔Need tax mitigation strategies ✔Desire an effective wealth management process ✔Help ensure proceeds from a business sale will benefit family ✔Create a clear, actionable road map in planning retirement ✔Provide guidance and direction to grow and preserve wealth. ✔Help giving go further towards the causes they care about most. ✔Talk with loved ones about the transferring of assets. The landscape has changed for financial advising and wealth management and our clients are tired of putting all of their energy into: ❌Researching tax reduction strategies ❌Trying to make and update a wealth plan ❌Maintaining an effective estate and wealth transfer plan ❌Trendy investment strategies that only produce a temporary result ❌Spending all day worried about your financial future ❌Worrying about their wealth protection and making sure their assets are not unjustly taken ❌Continually wondering if you have "enough" to last as well as be generous Within just a few months of developing and implementing solutions and strategies that are specifically tailored to our clients, they’re frequently able to: 🎯Feel at ease with a plan they can rely on 🎯Understand any gaps that exist in their plan and how to solve them 🎯Have a sense of relief knowing they have a well thought out and constructed plan 🎯Make clear decisions on which investments to take for income 🎯Determine the best time to take Social Security to maximize their benefit 🎯Enjoy their family knowing they are protected 🎯Keep more of their wealth with a clear tax plan How can we come alongside you and support your business and family?
- Website
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https://lionswealth.com
External link for Lion's Wealth Management
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- St Louis Park, MINNESOTA
- Type
- Privately Held
- Founded
- 2018
Locations
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Primary
Get directions
1650 West End Blvd
Ste 100
St Louis Park, MINNESOTA 55416, US
Employees at Lion's Wealth Management
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Nathan A. Krampe, CFP®, CPWA®
▷ Forbes.com Top Advisor - Financial Advisor to Families & Business Owners | Featured: Forbes, The Wall Street Journal
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Karl Gamradt
Communications, IT, Client Support, and Community Service
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Marina Santana
Marketing Director at Lions Wealth Builders
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David Pung
25 Year Financial Advisor at Lions Wealth Management
Updates
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Efficient Wealth Transfer The annual exclusion amount is a great opportunity to transfer wealth without incurring gift tax. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning
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Net Unrealized Appreciations and Risks While NUAs provide great opportunities for tax efficiency, remain cautious of the NUA concentrated positions and strategize within the level of risk you are comfortable with. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning
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You might want to value your business even if you have no intention of selling. That’s because a formal valuation can be an important step to take in many circumstances. For example, if you are looking for credit, determining the ownership percentages of partners or going through a divorce. Also, just because you’re not planning to sell doesn’t mean you won’t get unsolicited offers from potential buyers. If you do, it’s smart to be aware of your company’s valuation right from the start of those interactions. It’s important for entrepreneurs to work not just “in” the business, the daily and weekly duties, but also “on” the business by thinking big picture and long term about issues such as valuation. #LionsWealth #LionsWealthManagement #BusinessManagement #LeadershipInsights #WorkTips
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Strategies Using Net Unrealized Appreciations NUAs can convert stocks into ordinary income or capital gains. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning
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Net Unrealized Appreciation Laws allow taking valuable stocks out of pension plans and only paying income tax on the basis of those securities. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning
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Required Minimum Distributions Ensure you get your RMDs out by the end of the year. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanninga
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It can be extremely powerful to go beyond the office environment and build meaningful relationships with clients in other ways. Private client events are one of the best ways to build and reinforce your credibility with clients and prospects. Here are some techniques to consider if you decide to design and conduct high-quality private events: 1. Start at the finish line 2. Know your audience 3. Market intelligently 4. Create a WOW presentation If you’re someone who enjoys public speaking and works with a target market that will attend these types of get-togethers, you will find that private client events help you stand out from the crowd and strengthen your position as a go-to expert among the people you most want to serve. #LionsWealth #LionsWealthManagement #BusinessManagement #LeadershipInsights #WorkTips
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Tax Optimization Ensure that your assets are divided in a well-organized manner, tailored for you. Look into delegating funds assets into charitable opportunities to provide you and your spouse some tax legroom. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning
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Tax-Free Growth Roth IRAs offer some tax-free growth. Fully-funded retirement plans can help establish some protection against bankruptcy codes and regulations. #FamilyWealthPlan #WealthPlan #LionsWealth #LionsWealthManagement #Tax #TaxPlanning