Wise Choice Planning Launches Wealth Navigator Rx Framework to Guide Business Owners Through Tax-Efficient Exits
Wise Choice Planning, LLC has introduced its proprietary Wealth Navigator Rx, a strategic framework built to help business owners navigate complex exit planning, succession, retirement, and multigenerational wealth preservation. We developed this approach amid growing demand for clarity, coordination, and readiness in unpredictable economic conditions. The Wealth Navigator Rx is designed to maximize business exit value while minimizing tax impact and preserving legacy assets for future generations. Through a coordinated, relationship-driven process, Wise Choice Planning acts as a financial quarterback. We work
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