This year, the generation that
calls itself forever young will turn 60. Baby boomers, born between 1946 and
1964, a group that expects to defy aging with the same intensity that they’ve
tackled every other chapter of their lives is set on redefining retirement by
starting new businesses, says Steve Peters – President and CEO of VisionQuest
Wealth Management. Mr. Peters continues “that is why we were excited about
aligning ourselves with a local franchise owner of The Entrepreneur’s Source – a
firm that has been the premier source for self-employment options, franchising
information, education, and training to individuals interested in starting new
businesses.”
VisionQuest, which focuses on providing unique wealth management services to
clients, says their untraditional approach to serving business owners and baby
boomers sets them apart from more traditional financial services organizations.
Jarrod Rotella, Vice President of Operations and Service for VisionQuest, says
“most financial services firms focus on liquid assets…our firm focuses on a more
holistic approach to wealth management where a client’s business is part of
their overall wealth accumulation strategy.” Mr. Rotella admits “the majority of
our clients are business owners already, but we have seen a growing segment of
individuals (predominantly baby boomers) who have retired from one career and
are now looking to start a new career defined through business ownership.”
Bob Ritchie, owner of an Entrepreneur’s Source franchise based in the Triangle,
understands the experience VisionQuest Wealth Management is looking to create
for their clients. After many years of experience starting and managing business
units in large and small companies, Mr. Ritchie started his self employment
consulting business as a way to help other individuals explore self employment
career options that can help them achieve both the lifestyle and the financial
goals they are seeking. The company was designed to provide individuals with the
most comprehensive, objective, unbiased, and meaningful advice on business
ownership opportunities, evaluation of businesses, and coaching of individuals
through career transitions. Mr. Ritchie admits “VisionQuest is different…they
are innovative and they understand the things that are most important to
business owners. They see business ownership as a component of someone’s overall
wealth, and they provide advice to individuals and owners at every stage. Our
strategic relationship is a natural fit for both companies.”
Mr. Peters says that “this strategic relationship and the service capabilities
will appeal to the ‘Boomer mindset’ since it integrates goal discovery, dynamic
planning, and advice relative to the client’s future life and business goals.”
For VisionQuest and E-Source, “our strategic approach will assure a proactive,
dynamic relationship with all of our clients in regards to potential business
ownership while at the same time creating a higher level of customer trust,
satisfaction, and long-term loyalty.”
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their accuracy.
