“Scott and James are two of the most ethical, creative, and knowledgeable individuals that I have had the opportunity to work with relative to financial planning. They have your best interest in mind and provide an educational approach to enable one to grasp the “concepts”. I would highly recommend them – especially for alternative investments.” – Shawn and Sue P.
“I originally went on my own to a presentation given by the Equity Guys in the spring of 2008. A lot of what was presented made sense and so my wife and I set up a follow up meeting with James and Scott. My wife was initially skeptical and had some difficulty understanding some of the concepts. James and Scott were very patient and walked us through various scenarios based on our financial situation at that time. We studied all the materials that they shared with us and they answered dozens of questions all with the heart of teachers so we fully understood the financial tools they had to offer to us. After further meetings, my wife and I worked with James and Scott to set up several strategies to improve our financial future. Some of the strategies don’t rely on the stock market and some are only peripherally involved with the stock market. We both feel confident in recommending the Equity Guys especially with the recent financial disarray. We feel our future is on solid ground and that is very reassuring.” - Michael and Kimberly N.
“We didn’t have a clear idea how taxes and inflation would impact our lives in the future. We were relieved to learn that small things can make big differences. Thank you for helping us to reduce our future tax outlay. We had no idea we would have to pay that much and how much of a difference we could make on our future with such an easy decision today.” – Jeff and Lisa N.
“We were afraid we would have to make big changes to accomplish our goals. But you showed that we didn’t have to compromise our lifestyle at all. We spent and saved the same we always had. We just managed our cash flow differently. Now, we sleep so much better at night since we’re protected from stock market volatility. The future doesn’t seem quite so fearful any more, knowing we won’t outlive our money and we’ll have the cash flow to comfortably cover our lifestyle.” – Bob and Carol S.
The first question my adviser asked me was: “Do you work 100% in your business or do you spend time working ON your business?” From that moment on, I started to allocate time every week to work ON my business. In less than a year, my partner and I have updated our buy/sell agreement and increased our funding of that agreement, and established “golden handcuffs” for key employees. My employees love the added benefits and I love the peace of mind knowing that my turnover rate, which is low, will most likely be even lower now.
My advisor is a true professional; they showed me how to blueprint my business and guided me through the process. Scott Scholz has a way of making a person feel that they are their only client. They take a true interest in your business and the success of your business. I do not recommend many people or businesses, but I highly recommend Scott Scholz and Blueprints for Tomorrow. – J.P., President, Engineering Firm
I would like to thank you for the work and collaboration you have done with my company. Your approach to the review of companies and their positioning for the exit of the owner is insightful. Many owners, such as me, look for companies that will consult with us and with no strings attached to the sale of a product. Your detailed, step-by-step approach to looking at companies and processes increased our profit and reduced the amount of time administering our company. This allowed us to focus on growth and additional market share. – J.W.P., President, Architectural Firm
I have had the opportunity to be a client for several years. We have made significant progress in our strategic planning and recently received services to assist us in the fulfillment of our succession plan. We have a valuable partner who will continue to play an important role with the next generation of owners in the future. – G.J., President, Construction Company
