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Submitted URL: http://overflowwealthadvisory.com/
Effective URL: https://www.overflowwealthadvisory.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.overflowwealthadvisory.com/
Submission: On April 22 via api from US — Scanned from DE
Form analysis 1 forms found in the DOM
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Skip to main content menu * Home * About * Our Process * Our Philosophy * Your Advisor * Who We Serve * Resources * Blog * Videos * Financial Calculators * Useful Links * Contact Previous Slide◀︎ Next Slide▶︎ * EMPOWERING YOUR LEGACY, ONE ENTREPRENEUR AT A TIME START TODAY * EMPOWERING YOUR LEGACY, ONE ENTREPRENEUR AT A TIME START TODAY * EMPOWERING YOUR LEGACY, ONE ENTREPRENEUR AT A TIME START TODAY Sorry, your browser does not support the video tag. At Overflow Wealth Advisory, we understand that your business is more than just a venture; it’s your life’s work. We also recognize that, at some point, you’ll want to embark on your next adventure. But the question is, do you have a clear path out of your current business that allows you to confidently walk away? The reality is that many business owners struggle with the idea of leaving their beloved enterprises because they lack a proper exit strategy. That’s where we come in. We believe that after dedicating your heart and soul to your baby, you deserve a rewarding exit. Our approach is grounded in the Value Acceleration Methodology™, a trusted process that has guided thousands of business owners toward successful exits. Here’s how we do it: Value your business, prepare the business and prepare yourself, choose your course and successfully transition. So, contact us about an evaluation and in the meantime take this business exit test to see where you end up on the readiness scale so you can stop worrying about whether you can walk away. And instead start your next adventure. ABOUT US Our purpose is to empower business owners with a clear path both before and after they exit their business, ensuring they maximize their influence and leave a lasting legacy for generations to come. Meet Our Team OUR PHILOSOPHY You’ve given your life to the business, now you should get rewarded. Our Philosophy OUR PROCESS A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. Our Process WHAT WE OFFER BUSINESS PLANNING -------------------------------------------------------------------------------- * Business Valuation * Value Enhancement * Succession Planning for Business Owners FINANCIAL PLANNING -------------------------------------------------------------------------------- * Financial Planning for Business Owners * Tax Planning for Business Owners * Estate Planning * Charitable Giving * Insurance Planning MEET YOUR ADVISOR Sorry, your browser does not support the video tag. DAVID ORTIZ Business Advisor David Ortiz, first and foremost, takes pride in his role as a loving husband to Kailey and a devoted father to Josie and Tobias. He's not only deeply connected to his family but also actively engaged within the vibrant Norman community, where he's committed to contributing to the flourishing landscape of Oklahoma. Most importantly, he is dedicated to a life following Jesus Christ and is currently a member with Antioch Community Church in Norman, OK. Learn More EMBARK ON A JOURNEY OF FINANCIAL PROSPERITY AND FULFILLMENT WITH OVERFLOW WEALTH ADVISORY. -------------------------------------------------------------------------------- GET THE CHECKLIST HERE: Download Now OUR OFFICE 3441 24th Avenue NW, Suite 101, Norman, OK 73069 CONTACT US P | 405-205-3109 E | david@overflowwealthadvisory.com GET IN TOUCH You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. CAPTCHA Leave this field blank Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc.does not provide tax or legal advice. This communication is strictly intended for individuals residing in the states of AL, CA, CO, KS, MO, OH, OK, OR, TX and UT. No offers may be made or accepted from any resident outside the specific state(s) referenced. Osaic Wealth Form CRS When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites. IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, broker dealer agent, or investment advisor representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, broker dealer agent, or investment advisor registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, broker dealer agent, or investment advisor representative, a consumer should contact his or her state securities law administrator. © 2024 Overflow Wealth Advisory All rights reserved.