For Wealthy Business Owners Determined to Create a Legacy That Impacts Their Future
Order your complimentary new book Your Legacy, Purpose & Vision Crystallized below and get a free Compelling Vision Consultation ($995 value)
Create a clear, inspiring 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:
Meet Fred Dent
Fred Dent specializes in helping successful entrepreneurs and business owners navigate the next chapter of their lives. As a Chartered Financial Analyst (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.