Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
Please watch this one-minute video prior to Step One and Step Two
THE SCOPE™ INSTITUTE
Gary K. Hager
SCOPE™ Institute Faculty Member
As a nonprofit 501(3) educational organization, we educate and inform business owners about exit planning nationwide. In addition to educational live and online events, we connect you to our SCOPE™ Institute faculty and professional educators nationwide who work domestically and internationally with business owners. These professionals have been vetted by SCOPE™ and are free of any past regulatory or disciplinary actions. They bring deep knowledge and expertise to business owners seeking to transition, sell, or exit their businesses.
We are pleased to introduce you to our esteemed faculty member in Southwest Florida, Gary Hager
Mr. Hager can help you:
Understand what your business is really worth.
Focus your goals and strategies to maximize the sale of your business and exit high.
Help you with timing, strategy, and improve your chance to reach your long-term goals — leading to a successful exit.
Help to mitigate the capital gains on the sale of your business.
Help you pass wealth on to your family.
Gary K. Hager, CEO, CFP®, CTFA®, CBEC®
Gary is the President and Founder of Integrated Wealth Management, a firm that provides comprehensive financial planning, asset management programs, investment planning and insurance. Gary is an innovative force in the financial planning field. For over two decades, he has taken a progressive approach in serving physicians, affluent business owners, families and individuals. As an outgrowth of Mr. Hager’s emphasis on holistic planning, he has developed a system for investment success called the Hub and Spoke™ Wealth Integration model.
The Hub and Spoke™ Wealth Integration model uses a carefully prepared Investment Policy Statement (IPS) coupled with an allocation to alternative investment platforms (if suitable). Completing the process is the implementation of an aggregation reporting system which is used by the client to view their entire financial picture at one time and in one place from anywhere they may be.
Gary serves as a resource to radio, television and print media. He has appeared on CNBC, MSNBC, NBC Nightly News, Fox Business and News 12 NJ as a specialized financial resource. He has been quoted in CNN Money, Best Life, Worth, Newark Star-Ledger, Investors Business Daily, Dow Jones Newswire, US News and World Report, and Financial Planning Magazine. Gary has also authored numerous technical articles in the areas of estate, investment and retirement planning.
Gary lives in Florida and New Jersey with his family and enjoys many outdoor sports including golf, big game fishing, scuba diving and skiing.