Brian G. Dupuis, CLU  |  Financial Planner |  Bayfield Office: 519-565-5669

You get to a point where you know you should expect more.

Black Tie Dinner

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Bayfield Financial Golf Tournament

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Book an appointment with Brian

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Business owners and quietly successful families have things to think about…

 

As your wealth grows, and your business grows, there is a point where things change. Your decisions have a bigger impact, protecting what you’ve built becomes more important, and you have new things on your mind. How will I take care of my family in the future; perhaps for generations. How will I sell my business? How will I fund a buy/sell agreement? How do I make sure my wealth is where it needs to be.

Brian G. Dupuis, CLU

Finding answers.

While some would say that you have all kinds of choices (perhaps too many choices), you actually only have a couple. There isn’t a piece of software or a website that will do it for you, and while it’s great to have friends in the business, because you know them doesn’t mean they can handle things for you and your family. You’ll need to find an advisor who has the track record, and only you can know when you’ve found the right one.

Decades.

Brian has been in Bayfield for decades, and advising business owners and successful families for decades. He has over 27 years in financial services. He has also been a leader in the industry, with responsibility for the selection, development and success of numerous financial advisors. Brian is a Chartered Life Underwriter (CLU) and a longstanding member of Advocis. His focus is simple: your plan, your goals, and quietly helping you achieve both.

You’ve spent years building your wealth. The decisions you make will echo long into the future. You’ll want someone like Brian confidentially supporting you in the background.

Brian G. Dupuis, CLU

Bayfield Financial Group Inc.
Financial Planner
Investment Representative

A Glimpse.

Brian helps business owners get more than they expected from their business. You may have a good operation that is creating a great lifestyle today, but it can do more than that. It can fund your future lifestyle, it can pay for your protection, and it can give you a very intelligent tax position.

What are some of the problems Brian solves for his clients? Here are just a few…

  • When businesses haven’t found a way to fund a buy/sell agreement, a sale becomes difficult, if not impossible. Brian finds corporate insurance products that can fund the transfer with proceeds from the business itself.
  • A business can create a great lifestyle, but it can also fund your future lifestyle even after you’ve stopped working or sold the business. Brian brings investment approaches that respect the very unique requirements of business owners and their families.
  • It’s pretty common that much of a business owner’s wealth is inside their business – that’s like only investing in one asset class and can create risks that are unnecessary, and difficult to recover from if things go sideways. Brian helps business owners use other corporate asset classes that are extremely tax-smart and can be funded entirely by the business.
  • Protecting your family in the event of a tragedy is critical, it’s also key to protect the business. In the event of the death of a business partner (including you), the business should be equipped to purchase the shares from the deceased partner’s estate. Without a properly funded company insurance policy, it can be difficult, if not impossible for the business to buy its shares back.

Decisions.

You make decisions all day long, and the quality of those decisions has helped you create success. Keep going. Make decisions that make sense and keep looking ahead. Brian can help you see over the horizon to what you may face in the future, and help you be prepared to face it. Expect more from Brian.