Who We Are
How does FIT connect with your financial journey?
Together Christopher & Amanda Stacy have dedicated 30 years to the world of fitness, honing discipline and resilience. For the past 12+ years, they have channeled those qualities into running a successful financial firm, helping clients achieve their financial goals with confidence and clarity.
Legacy Planning
"A good person leaves an inheritance for his children's children."
Proverbs 13:22
As you accumulate more than enough wealth, you may reach a point where the focus shifts to how best to pass it on efficiently, without burdening your loved ones. Tax-efficient strategies are key to ensuring that your estate isn’t diminished by unnecessary taxes, allowing more of your wealth to benefit your heirs.
For those with large estates, estate taxes can significantly reduce the value of what’s passed on. Proper planning, such as using life insurance to cover these taxes, can preserve your wealth. Additionally, through tools like the Private Trust Company, you can hire a professional trustee to manage your assets, ensuring continuity and peace of mind, even after you’re gone.
Choosing a competent successor trustee is vital if you want to empower rather than overwhelm your family. Whether you use a professional or trust a capable heir, having a plan in place helps protect both your wealth and your legacy.
In essence, legacy planning isn’t just about passing on money—it's about passing on financial wisdom, ensuring your hard work supports future generations without unintended consequences. Proper planning allows you to live fully, knowing your loved ones will be well taken care of.
Retirement Optimization
Retirement optimization is about ensuring you have enough money to live well for the rest of your life and maximizing the amount you have access to. There are two ways to make money: people working and money working. Once retired, it's all about money working for you.
We offer comprehensive, retirement analysis along with strategies to help you protect your funds while maximizing your retirement with sustainable income.
Business Retirement Strategies
Creating effective business retirement and tax strategies involves more than just saving for the future—it’s about building a comprehensive plan that protects your business and rewards key contributors. Along with retirement plans like 401(k)s and profit-sharing, strategies such as buy-sell agreements, key man insurance, and executive bonus plans help ensure business continuity and secure the financial well-being of both the business and its leadership. These strategies allow you to attract and retain top talent, mitigate risks, and reduce tax burdens, all while laying a strong foundation for your retirement. By combining these elements, you can optimize both business and personal financial success.