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Free Book For Christian Business Owners Who Want To Use Their Business To Secure Their Financial Future
Order your complimentary new book "Building Your Financial Legacy" below and get a free Financial Planning Consultation (value $800.00)
In this must-have book, you'll gain and understanding of:
Techniques for reconciling the drive for business with desire to prioritize faith and family.​
Insights on managing common financial concerns such as increasing business value, securing a financial future and building a legacy.
The importance of a holistic approach to financial planning, including business acceleration, tax planning, risk management and estate planning.
How to develop a comprehensive, durable financial plan of action that address all the areas of wealth management.
Jim Richter’s journey as a financial professional reflects his deep commitment to integrating faith with professional expertise. As a Certified Financial Planner™ (CFP®) and Chartered Alternative Investment Analyst (CAIA), Jim has navigated the complexities of financial planning with a holistic approach that aligns with a biblically centered world view.
His career spans the capital markets where he began advising institutional investors on how to successfully navigate the complexities of the bond market to then launching a successful asset management company out of the Great Financial Crisis of 2008 to now successfully serving over 1,000 tax and financial planning clients at Monotelo Advisors.
This diverse experience has shaped his understanding of comprehensive financial planning.
Jim’s goal is to serve small to mid-market business owners, providing them with tailored financial strategies that honor their values while addressing their unique needs. By offering a range of services—including business value acceleration and tax and financial planning expertise —Jim ensures that his clients receive a durable cohesive financial plan.
For Jim, the integration of faith and finance is not just a professional principle but a personal conviction. His approach emphasizes that, despite societal shifts, adhering to one’s core values can drive both personal fulfillment and professional success.
Balancing personal ambition with a commitment to putting God first, Jim aims to help business owners navigate their financial journey while staying true to their beliefs, ensuring that their financial legacy reflects their values and aspirations. In Building Your Financial Legacy Jim Richter outlines the 10 blind spots a business owner should know and address in order to achieve the best possible business success, succession and retirement.