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For Business Owners . . . Are You Looking For More Than A Cookie-Cutter, One-Size-Fits-All Wealth Management Approach? You may be planning on retiring from your business and need sufficient income to maintain your standard of living for the rest of your life. Also, you would like to provide a legacy for your children. You may find yourself too busy running your company to keep up with the complexity of the ever-changing financial markets. In addition, you are seeking a way to transfer or sell your business and minimize the tax implications. Are You Like Todd? Todd, who is 65, owns a business with his wife and 4 children. He has been running the business for 20 plus years and it is by far his family's largest asset. He does have cash and retirement assets but has little time to follow them. Because of the uncertainty surrounding the business he needs to keep large amounts of cash in the event of a downturn. His planning has been fragmented over the years and he isn't sure if it all works together. He has had multiple advisors, but no one has ever taken the lead to make sure everyone is on the same page. His primary concern is how to transition or sell the business and maintain his family's standard of living. He would like his children to take over the company, but isn't sure if that will happen. Discover How the Whiteside Wealth Management, Inc. Professionals Can Help Todd And His Family We will begin with a Wealth Management Plan Questionnaire to: Clarify issues standing in the way of their goals, Outline their current financial situation, Give them understanding of what services they would find useful, and Begin the process of coordination with their other advisors Their Wealth Management Plan that follows will help to: Create a clear outline of their current financial picture, Free up time so they can focus on family and business, Remove much of the complexity surrounding their finances, Tie their investments to a financial plan, and Start a document that their entire financial team can follow Their Client Financial Organizer can: Put all their important financial and estate documents in electronic format and Create a system for their attorney and CPA to organize important documents Meeting with their CPA and Attorney can: Start everyone working as a team, Give them greater confidence having multiple advisors looking out for their best interest, Make sure we are running their plan as tax efficiently as possible, and Confirm that ownership structures are efficient for legacy planning Their Insurance Analysis will: Help to make sure their family is protected from unforeseen risks, Undertake an estate tax efficiency analysis to minimize possible estate taxes, Review all insurance policies in place, and Create a strategy to insure they would not become a financial burden to his children Their vital Communication Plan will: Create a plan for regular meetings with entire advisory team, Customize communication updates to their liking, Provide monthly and quarterly performance updates, Update Todd and his family when market volatility strikes, Update their Wealth Management Plan annually or when a significant change occurs, Offer family education events for children, and Include a family and financial team meeting annually By becoming more informed of their financial plan and investments, Todd and his family can gain greater understanding and confidence in their future. This is a hypothetical example and does not represent any actual investor. What Is Next? If you want help understanding how your investments relate to your unique goals, we invite you to speak to us about how we can help you and your family. There is no better time than now to call us for a no-obligation Second Opinion at (731) 621-3500 or you can contact us here.

For These Volatile Times, Is Your Portfolio Structured As It Should Be? A Second Opinion For The Friends And Family Members Of Our Clients Second Opinion Current Challenges What now? An after-the-election look Are You Ready for the Fiscal Cliff? Does the Crisis in Europe Affect You? What is Your Income Generation Strategy? How Should You Respond to Volatility? How Will the Load of Rising Inflation Affect Your Portfolio? How Much Is Enough? How Safe Are Your Municipal Bonds? How Will the Federal Deficit Affect Your Wealth?

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Whiteside Wealth Management, Inc. 3104 Edloe St., Suite 310 Houston, TX 77027 Phone (713) 621-3500 Fax: (713) 621-3513 Email: info@whitesidewealthmanagement.com Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Securities offered through RAYMOND JAMES FINANCIAL SERVICES, INC. Member FINRA/SIPC