For Wealthy Business Owners Determined to Create a Significant Legacy

Order your complimentary new book Your Legacy, Purpose & Vision Crystallized below and schedule an introductory Legacy Planning Consultation

Create a clear, compelling vision for your future that aligns with your personal values and financial goals
Navigate complex financial landscapes and make informed decisions about your wealth
Balance the demands of running a successful business with planning for retirement or an exit strategy
Identify and avoid common pitfalls that can derail your wealth management and legacy planning
Use your financial resources to build a legacy that reflects your values and makes a meaningful difference

In this groundbreaking new book you’ll discover how to:

Yes! I want to schedule my complimentary consultation and please mail me Fred's book ASAP. (This is a real book, not a digital download). Please provide your shipping information below. Your book will be mailed when you schedule your Compelling Vision Consultation.

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Meet Fred Dent

Fred Dent specializes in helping successful entrepreneurs and business owners navigate the next chapter of their lives. As a CFA charterholder and a fee-only fiduciary registered investment advisor, Fred is dedicated to transforming clients’ hard-earned wealth into lasting legacies.

Fred’s mission is to guide entrepreneurs and business owners in crafting a clear, compelling vision for their future. He understands the challenges of managing significant wealth, planning for retirement, and designing exit strategies. By helping clients align professional achievements with personal and family goals, Fred empowers them to turn wealth into a powerful tool for positive change and enduring purpose.

Whether you want to safeguard your wealth, plan your exit, or build a future beyond your business, Fred’s approach aligns financial strategies with core values and long-term aspirations, enabling clients to achieve what matters most.

In Your Legacy, Purpose & Vision Crystallized, Fred Dent reveals the 10 blind spots that can prevent successful business owners from using their wealth to positively impact their families and loved ones.