To ensure the wealth accumulated in a business or portfolio remains in the hands of the families who created it. How? Through tools and options that you may not even know you qualify to activate. Go beyond the one-year financial lens to explore how you can leverage the 9 Pillars of Intentional Wealth to maximize the cash flow you are already generating in order to have exponential results.
Book your sounding board session to discover which of these pillars can multiply your efforts and shorten your path to success. Don't let holes in your current financial plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.
Book your sounding board session to discover which of these pillars can multiply your efforts and shorten your path to success. Don't let holes in your current financial plan for your corporation cause you to miss out on opportunities to build intentional wealth and financial independence.
Services
Podium Prosperity Group story is similar to that of many other small businesses. It started with an idea that developed into a vision that grew into a successful company, one client at a time. Believing in the guiding principle of collaboration, Julie Muir and Jim Pelot, co-Founders of Podium Prosperity Group, have built a team of compassionate, knowledgeable and experienced financial specialists.
Podium Prosperity Group's approach to financial services encompasses much more than traditional investment strategies or retirement planning. We take the time to listen, analyse and apply our expertise to fit all the pieces of your unique financial puzzle into a complete and comprehensive picture. Everyone's financial situation is unique.
We understand that your Personal Life and your Corporate Life are intertwined financially. We know that, if you are like most business owners or professional corporations, your Personal Wealth Strategy is not integrated with your Corporate Wealth Strategy causing you to miss out on opportunities to build TRUE financial independence.
You have spent years building. You've poured your heart and your profits into creating and growing a successful business. Now you're looking forward to thoughts of retirement and want to ensure you get the value back out. Additionally, you don't want to give up lifestyle today to enjoy lifestyle in retirement.
A financial plan isn't static - just like your business isn't static. Whether you are many years from retirement, nearing this transition phase, or already retired and thinking about your estate planning, we can help. When you started your business, your plan may have consisted of little more than a plan to grow something fabulous and then sell it or pass it on to your adult children.
Reviews (9)
Adam Thompson
Dec 01, 2021
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Positive: Professionalism
Julie & Jim are two of a kind, they go out of there way to get down to business and get the right plan that works best for you and/or your family! I would highly recommend sitting down and taking the time to do an assessment of your current situation and let them show you how they benefit you!
Julie & Jim are two of a kind, they go out of there way to get down to business and get the right plan that works best for you and/or your family! I would highly recommend sitting down and taking the time to do an assessment of your current situation and let them show you how they benefit you!
Gianfranco Cesario
Nov 18, 2021
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Christine Pratt
Aug 29, 2020
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Mike Beard
Oct 11, 2019
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I have known Julie Muir for years and every confidence in her professional abilities to help her clients set and achieve financial goals. I am writing to help her communicate her more intangible attributes: willingness to help, a generous nature and her deep and abiding interest in people. These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.
Jim Lowe
Sep 11, 2018
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Nicole Fazzari
Aug 12, 2018
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Michelle Dickie
Aug 02, 2018
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Craig Ripley has a passion for helping people with their financial health. He is knowledgeable, honest and compassionate when it comes to finances. Craig can help you with all your needs from insurance, to financial planning, to reviews to make sure you are on course to achieve your goals. Great source of information.
Matt Tribe
Jun 30, 2018
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Julie and Jim are passionate about helping their clients grow and protect their assets. They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future. They took the time to really get to know us as people rather than just the numbers on a page. They love what they do and it shows.
Rob Hilton
Jun 21, 2018
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So we have had the opportunity to talk to Julie about helping our team with putting together a proposal from group package for our employees. I have to say I am impressed with the way Julie has communicated our options and has pointed us in the direction that will work best for us. Simple information presented in a common sense manner. Now to get things approved from our end.
Thanks Julie
Thanks Julie
