One of the richest men in China explained...
"If you put a pile of bananas and a pile of money in front of monkeys, they will pick up the bananas because they don't know that money can get them MANY MORE bananas."
Can you imagine?
Wait... could it even be possible that you don't even know what you don't know?
Let's explore your mindset and financial game...
You're about to discover how to elevate your thinking, compound your social value, discover your income potential and implement more business and tax strategy so you can have total peace of mind.
Let's secure a financial fortress around yourself and your family that nothing can penetrate.
Your legendary legacy starts here with us at The Sharpened Axe Entrepreneurs Group!
Crazy Valuable story...
and PROOF that YOU can change everything TOO...
Click The Button Below To Get Instant Access To My (FREE) E-Book, Bonus Videos, New Releases, All Updates And Educational Resources...
SOCIAL CAPITAL, Value, BRANDING, Solutions And Tailored TAX strategy
Let's Sharpen Your Axe To Empower Your Financial Journey
It's Time To Remember Those Bigger Dreams You Had As A Kid, And Reel Them Back In...
Remember...?
When you were a kid, you had HUGE dreams...
Then, outta nowhere, #life came up.
Reality hit and you had to do what you "had to do".
You became employed or self-employed.
And what comes next is predictable...
You then planned your life around that employed/self-employed income, and eventually you had to shrink your dreams to match your income.
You're not where you want to be, but the bigger dreams you had when you were younger start to fade.
We've been conditioned for the societal"NORM".
This is where we The Sharpened Axe Entrepreneurs come in.
You don't have to settle.
And once you're discover the "rules to the game", and you're aware of the missing pieces and the strategies to WIN....
You'll know the way to escape the matrix...
OLD Ideas That Don't Work vs NEW IDEAS
I Hated To Admit It...
Working hard in my business wasn't gonna get me where I really wanted to go...
You now have the power of CHOICE...
Financial Education And Tax-Free Wealth Strategies
Optimize your short and long-term financial well-being using strategic tax-advantaged approaches.
Not only can we ensure ZERO RISK, but you can compound your results, TAX-FREE, for a secure worry-free retirement.
Whether you're employed, self-employed or a serial entrepreneur...
We are a well-rounded team of passionate and dedicated experts committed to helping individuals and businesses achieve their financial and lifestyle goals with personalized tax strategies and expert guidance.
Whether you need help with sales, marketing, branding, coaching, mentorship, tax strategy, financial services or legacy building, we'll help you... (and even if we couldn't, we'll know someone who does!)
Short (Emergency funds) And Long-Term Savings (tax Engineering) business strategies
Secure your business future with comprehensive tax-advantaged solutions tailored to your needs. We'll help you with a bullet-proof plan for a safe and secure tax-efficient (worry-free) business.
Strategic Tax Engineering
Minimize your tax burden and maximize your savings and compounding through strategic future-tax planning.
Our team of tax experts will ensure you take advantage of all legal tactics and strategy with a full Financial Needs Analysis.
Wealth Creation, Preservation and Asset Protection
Preserve, compound and protect your wealth with tailored structuring for family, business and asset protection. You can safeguard your family and assets for sustained prosperity.
Let's preserve and protect your Legendary Legacy.
Testimonials
Rich Kostas
Before partnering with Vision Financial, I never really understood any higher-end financial concepts. I had no idea there were ways to grow and protect money tax-free outside of Roth IRA… or that you could turn a 401(k) or IRA into income for life.
Vision Financial invested the time and broke it all down with simple language - taxes, investing, budgeting - in a way that finally made sense. I finally realized it’s not complicated. Most people just need a little education and simple plan to follow. I did, and I’m grateful I found this team.
Gayle Hendrix
When COVID hit, it was a financial wake up call for our family.
We had never learned how to save, invest or protect our money.
Raising 2 elite athletes and living and working in a very seasonal environment, we struggled badly.
When we sat down with the team at Vision they took the time to teach us the more than the basics ( which we desperately needed) but they also helped us face our personal situation and set up long term plans not only for my husband and I, but our teenagers.
We all now have a firm grasp on our finances and peace of mind that we had never had before.
Sheryll-lee Watters
I was a busy, broke and skeptical nurse for way too many years, but once I get tired of being broke and tired, I finally listened to a mentor friend who recommended a Financial Education class to me.
I fought to stay open-minded and gave it a shot. WOW even just the first discovery call gave me actionable advice that helped me see immediate results.
The rest is history. It's been a little over 5 years and Life has changed dramatically.
The feeling of financial security is PRICELESS."
Frequently Asked Questions
These may answer a few of your questions. You can also click above to CONTACT US and get any and all other questions answered...
How can I create a personalized plan for my future?
Every unique individual has their own personal vision, goals, etc., so every plan will be different. This is why we offer a (free) 20-minute Zoom discovery call to learn more about you and see if we can help!
Simple find a button and click to quickly connect with us!
How can I reduce my tax liabilities while maximizing
savings?
There are many different tax strategies, and it takes some exploration, discovery, education and explaining.
It also depends on your employment/self-employment/business level and goals), so you can schedule a (free) Financial Needs Analysis appointment with one of our strategists on our booking tab.
Can I use my life experience and passions to generate a worthy income that aligns with my financial goals?
Absolutely. We have simple exercises, processes and strategies to help you gain clarity and formulate immediate action steps. There is always a formula.
How much do you charge?
Our information is FREE. We run (free) financial education programs, twice a week. We also give a complementary VISION call to uncover blinds spots, limiting beliefs, etc., as well as explore and discover your potential and power.
There's nothing weird, so pressure and nothing to sell. We don't get paid from customers or clients. We are paid from (over 150 companies') marketing budgets.
What is the best approach to building, managing and
preserving my wealth?
Time investment. Education and Awareness. It usually will cost you 10's of thousands of dollars. With us, it's FREE, and we prove it to you on the first call.
Most people learn more with us in less than an hour than they did their whole life in school. : )
How can I schedule an appointment with your
financial consultants?
Search around on our pages and click any button to apply. We try to make it simple and easy to book a quick call with us so we can be face-to-face, learn more about you and build a strong long-term relationship!
Contact Us
☏ (303) 882-2488
📍 5055 Avenida Encinas - Suite 210, Carlsbad California 92008