Milan Topolovec TEP, BA, CLU, CHS, RCIS

Summary

👋 Business owners and professionals: You want to protect your assets, build your legacy, and ensure your family and business thrive, but the stakes are high, and the details are daunting. Due to their complexities, juggling estate, insurance, and business planning can feel overwhelming. While some advisors offer genetic solutions, we tailor each strategy to fit our clients' unique goals and wants. We see our role as being our clients' trusted advisors and educating them on valuable strategies for protecting their future. With 40 years of experience, I create fully tailored strategies to simplify complexities and align with your goals, including: ✔ Corporate structuring for growth and protection ✔ Insurance planning to mitigate risks ✔ Business sales and succession planning ✔ Family-centric advice to preserve relationships ✔ The TK Insurance Audit (recently saved a client $100,000/yearly in premiums) My approach is transparent, accountable, and designed around your unique needs. 🏆 Why Trust Me? With 40 years of proven expertise, I’ve helped clients save $100M in taxes and built a reputation for delivering results-driven signature solutions. I work closely with you and your other advisors to protect your future, optimize your wealth, and build your legacy. 📩 Let’s Work Together Ready to take control of your planning? ⚡ Send me a DM to discuss how we can create a strategy that works for you. ⚡ Follow me for insights on estate planning, business growth, and legacy building. Let’s work together to make every move count. The process always begins with our conversation, which confirms that you and I are a fit. ________________ "I have worked with Milan for several years. He understands the issues facing business owners and develops creative solutions to help them. Milan works closely with the client’s advisors and understands the planning considerations around succession, tax planning, estate planning and insurance.” -Dave Mason: Business Owner at David Mason, Professional Corporation Business owners and professionals are busy running their businesses, managing their teams, and supporting their families, which can be challenging. It’s no surprise that estate and insurance planning often gets pushed aside. Clients consider me their financial architect, arranging all the pieces to meet their needs. You will gain proven customized insurance and estate planning that ensures your family, your business, and your assets are protected, taxes are minimized, and your wishes are fulfilled.