About Us
We provide financial innovation for top earning Executives and Entrepreneurs. We consult on retirment planning, income streams and investments. We also review corporate structures, financials and tax plans.
Process
How We Work With Clients
For: Entrepreneuers
& Investors
We work with top earning Entrepreneurs & Investors to improve cash flow, pull Equity out of the business, and Grow overall Net Worth.
You can Improve the Value of the Assets you have. There are Options for you to use Cash Flow from investments, or businesses for an Exit Strategy, or Retirement.
Your business may not sell for what you think it is worth. With Financial Innovations, you can Pull Equity out of the business. This allows you to Create an Exit Strategy that acts as your ‘Backup Plan’ if you decide not to sell.
You have to understand Risk, so as to adapt and manage it as best as possible. If you do not know how to Pull Equity out, then the help of a Good Advisor becomes more important. We are the Advisors who Understand your Situation, because we are Entrepreneurs also.
With the Right Strategies in place beforehand, you create Certainty. Then, You just continue to Focus and Grow in all areas of Your Life. All of this adds up to a Higher Net Worth.
Consulting
We can consult with you on your business to accomplish:
Recruit & Retain Top Talent without giving up Equity Positions
Improve Cash Flow thru review of the corporate structure and tax planning
Retirement Plans for better income streams for both Owners & Executives
Process
Initial call to determine your needs & if we are a good fit
2nd call – Review your current financial setup, then discuss options, and how we are compensated from working with you
If you contract with us, we get started….
For: Executives
& Top Earners
We work with top earning High Level Executives to improve their tax planning, pick the best investments and Grow their overall Net Worth.
For High Level Executives, you can Design a Plan with Options, as if you own the business. Then, Executives can benefit from streams of Cash Flow, acquire Assets, have an Equity Position, and Create an Exit Strategy from your career.
You have to understand Risk, so as to adapt and manage it as best as possible. As you earn more, taxes will become both your biggest expense and impediment to growing wealth.
If you do not know how to create an Equity setup, then the help of a Good Advisor becomes more important. We are the Advisors who Understand your Situation, because we have been Executives too.
We can also make recomendations for Executive Compensation, that you can bring back to your company to help Recruit & Retain Top Talent (including yourself).
With the Right Strategies in place beforehand, you create Certainty. Then, You just continue to Focus and Grow in all areas of Your Life. All of this adds up to a Higher Net Worth.
Consulting
We can consult with you on your financial setup to accomplish:
Strategy for where you are, and where we can help you go
Tax Planning to be more efficienct with your money
Retirement Plans for better income streams
Process
Initial call to determine your needs & if we are a good fit
2nd call – Review your current financial setup, then discuss options, and how we are compensated from working with you
If you contract with us, we get started….
To Learn More about the Strategies – Click Below
EK 101 – Core Concepts
We believe it all starts with a good Gamplan.
Gameplans have both Offense (Income & Investments) & Defense (Structure & Tax Planning).
Mission
Gameplan with a proper tax structure to have more money for investments.
Invest in the best Assets to build income streams for life.
Repeat the process to take advantage of the best opportunities.
Vision
Create long term Income Streams for Clients using the best financial products. Then Clients can exapnd their career, business or just Exit on their own terms.
Values
We always have the Client’s needs in Focus. We are not captive with any company, but independent. All consulting ideas and recomendations are our own.
Return to the Top
Financial Consulting
Meet Our Team
We have over 40 years combined experience in:
finance, entrepreneurship, & investing
Matt Battaglia
Consultant
Matt Battaglia is from NY, and graduated from UMass at Amherst. He has an extensive business career working in sales, mgmt, media and mktg fields. His first job was in his father’s vending business in Queens, NY.
Radio opportunities brought him to the valley in 1998 where he eventually became a minority owner of KFNX 1100, a talk station in Phoenix. He expanded his business career into different areas from media consulting to insurance / finance. Currently, he also consults with entrepreneurs, business owners, and high level executives on running businesses and financial areas.
His main area of focus is usually on the financial end – sales, marketing, cash flow, assets and equity. He lives with his wife and children in Phoenix, AZ. Matt enjoys coffee, movies, golf, football, NY sports, books (especially on history and business), cookies, a good bourbon, and whatever his wife enjoys.
Denver Nowicz
Financial Services
Denver Nowicz is an Associate of Economic Knight, and also a Financial Advisor and founder of Wealth For Life with over 20 years in the industry. Being an independent firm, Denver uses a combination of techniques and strategies to access the best financial strategies and products the market has to offer. He is not restricted or forced to offer certain products or strategies like many captive firms.
With experience gained from helping hundreds of clients successfully improve their finances and their lives, Denver is driven by his clients’ success—nothing is more rewarding than creating a successful plan for a client to help ease or eliminate their financial stress, worries, and fears.
The Fiduciary Responsibility is always in the clients best interest first.
More Info:
Contact
Get In Touch
Cras ultricies ligula sed magna dictum porta. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere.
Economic Knight
We provide financial innovation for top earning Executives and Entrepreneurs. We consult on retirment planning, income streams and investments. We also review corporate structures, financials and tax plans.