Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

BC Brokerage

We partner with Fee-Only Financial Planners (RIAs) to implement their clients':

- Life Insurance (Permanent, Term)
- Income Protection (Disability Income Insurance)
- Long Term Care Insurance (LTCi)
- Guaranteed Income (Annuities)
- Auto 
- Home/Renters
- Umbrella
- General Liability / E+O / Malpractice
- Commercial Lines

💯% Independent Insurance Brokers

Check us out at bc-brokerage.com 🖥

Co-Founder and Chief Relationship Officer at BC Brokerage 

Only Fee-Only Podcast

We interview Fee-Only Financial Planners (RIAs) to learn about their career and how they are serving their clients.

Co-Host

Northwestern Mutual

Financial Representative

I was wondering… what are your thoughts on insurance? 

Fun, right? Not usually!

We know that. BC Brokerage was established to help make the insurance process as smooth and consumer centric as possible. We take the headache out of the process.

- Life Insurance (Permanent, Term)
- Income Protection (Disability Income Insurance)
- Long Term Care Insurance (LTCi)
- Guaranteed Income (Annuities)
- Auto 
- Home/Renters
- Umbrella
- General Liability / E+O / Malpractice
- Commercial Lines

Our commitments to our clients:

👋  Scan 100+ A-Rated carriers for the best rates and coverages possible

👋  100% Virtual Experience - From fact finding, applications, underwriting, and delivery - we offer a complete virtual and paperless experience

👋 Unbiased Policy Reviews - it is our goal to maximize your premium dollars!

👋 Ongoing policy notifications and updates - premium coming up? Need to change beneficiaries? We got you covered. 

---------

Feel free to connect with me here on LinkedIn, email me at broc@bc-brokerage.com or visit us online at www.bc-brokerage.com.

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Broc Buckles

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?