Before we dive into today’s conversation on business planning, tax savings, and legacy protection, I want to share a bit of my own journey.
When I first came to the United States at the age of six, my family had very little in the way of a community or a support system. My mother, who had been a teacher in our home country, struggled with the language barrier and, like many immigrants, had to take whatever work she could find. For the first year, she cleaned homes. But after that, she was able to turn her passion for hairstyling into a career. Growing up in a working-class immigrant family, I saw firsthand how vulnerable people can be without the right support or guidance—especially when it comes to finances and planning for the future.
Watching my mother get taken advantage of by both government institutions and so-called 'financial professionals' shaped my mission to help people like her, and others, take control of their financial destiny. And while I never set out to become a financial planner, I discovered that this field allowed me to combine my values with a real opportunity to make a difference. My goal now is to educate, empower, and create trust, so my clients can focus on what really matters—whether it’s building a business, protecting their wealth, or planning a legacy for the next generation."
Success in personal and business finances requires more than just hard work—it takes thoughtful planning. In the same way, individuals and businesses need to structure their plans not just for growth, but for resilience in the face of challenges. This involves creating tax-efficient strategies that allow you to reinvest and build wealth without unnecessary losses, and more importantly, legacy planning to ensure that what you’ve built is protected for future generations. Whether it’s preserving family wealth or passing on a business, the key is proactive planning that aligns with your long-term goals.
To dive deeper into these strategies and learn how you can apply them to your own business and legacy, check out the 15 minute podcast below. We cover actionable insights on business planning, tax savings, and protecting your legacy for future generations!
If you're ready to take the next step in securing your financial future and building a lasting legacy, I'd love to help. Schedule an introductory meeting or call with me here, and let's discuss how we can tailor a strategy that fits your unique goals and needs!
Thank you!
Oleg Zviagin
Financial Advisor and Wealth Planner
Cell: (347) 506-6061
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