Transcendent Wealth Architects Unveils Personalized Wealth Legacy Program To Help Small Business Owners
San Antonio, Texas, United States, 9th May 2024 – Transcendent Wealth Architects, a top financial services and insurance agency, unveiled their “AnchorsUp” program, designed to help small business owners and entrepreneurs sail into the future.
AnchorsUp was created to steady the waves of traditional investments and retirement plans. With the program, clients are educated on the common pitfalls, limitations, and misunderstandings of the financial industry, as well as supported in learning ways to lower their tax liability and discovering the secret treasures commonly reserved only for the wealthy and affluent.
Transcendent’s program aims to interrupt the traditional financial model where business owners pay the advisor to invest their money without explanation. Transcendent’s founder, Ms....