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  • How to plan for a long life
  • Why you may need a housing plan (or two)
  • What taxes really look like in retirement

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You’ve Built An Amazing Business… Now What?

As an owner, you’re ready for almost anything. But recent data shows that even the most affluent and successful founders struggle with one common problem: the regret of how they handled leaving their company.

Are you personally ready for what should be the happiest day of your life?

 

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Get Your PREScore™
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Helping highly successful families work toward their goal of a work-optional lifestyle.

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Helping young professionals design a plan so they can invest in their future and live in the moment.

Since 2000, Advanced Retirement Design, LLC has been working with highly successful families and business owners to help them work toward their goal of a work-optional lifestyle and an exit of their business without the typical regrets.

Business advising has to change, so we developed a system that builds trust between a family and an Advisor. The core principles of this system are putting clients’ interests first and getting to know them on a personal level so they can receive the kind of sound, personal life advice that gives them confidence in their future visions success.

What services do we provide?

As independent professionals, we set out to repair, redefine and reinvent the role of a financial Advisor. Our process allows us to form trustworthy, long-term partnerships with the families we serve.

ARD’s broad offerings include, but are not limited to, business exit planning, tax mitigation, asset protection, wealth management, lifestyle services and cash flow analysis. Our dedicated and experienced team of third party professionals can provide an array of services necessary for your family, including assistance with lending, risk management, special projects, banking matters, financial reporting and more.

Business Planning

Business owners are busy running their business and you have build an amazing business. We help make sure the walk-away plan is in place so you can exit without the typical regrets and with limited liability for the company.

Philanthropy

We help you leave the lasting impact you want by assisting with organization and distribution of the funds you set aside for humanitarian purposes.

Estate Planning

We help you plan for the disposition of your assets and structure them to help protect your heirs and have the lasting impact you desire.

Wealth Management

We put all the pieces of your unique puzzle together to create a financial strategy that fits your needs. Our wealth management formula includes investment consulting, advanced planning and relationship management.

Professional Network Management

This can save you time and give you clarity with decision making. Getting all your advisers involved in the process and having a room full of subject-matter experts and thought leaders involved leads to a higher probability of achieving your goals and objectives.

Special Projects

This is in preparation of big life events like buying or selling a business, retiring or investing in nontraditional assets. We can help you plan, offer detailed analysis or just let you bounce ideas. We aim to take the risk out of events that may be unexpected and exciting.

Tax Management

We help create a plan to move money to the most tax-efficient areas and strategies. It’s an ongoing process we know exists beyond just Dec. 31 and April 15.

Lifestyle Services

You deserve a custom blend of services that are uniquely you. We can provide access to concierge physician networks, private banking relationships, future care planning, privacy and cyber protection advice and more.

Asset Protection

We work with your other subject-matter experts to implement a risk management strategy that helps ensure your assets are not unjustly taken.

Reporting

This includes regularly scheduled reviews of goal progress, investments, assets and financial overviews communicated clearly and in a timely manner so you are not left wondering what’s going on.  Monitoring provides a close watch of wealth transfer, risk management and wealth enhancement plans to lower the chance anything falls through the cracks.

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Meet John Deitrick

As the founder of ARD Private Client, John Deitrick is focused on helping Business Owners work toward their dream of a work optional lifestyle through a well-thought-out, comprehensive financial plan. He is passionate about helping the business owners he serves exit their amazing businesses without the typical regrets. His business philosophy is to do what’s in the best interest of the families he serves.

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Attend a Wealth & Health Event

Attend one of our informational events to learn more about living a healthy lifestyle, travel planning, community events and more.

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