Transform Your Financial Life into a Coordinated Wealth Engine

Discover how we help high-income business owners improve cash flow, potentially minimize taxes, and build generational wealth through the GENIUS Process™. A proprietary done-for-you system that integrates every part of your financial world.

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What Happens Next

You'll Get

1:1 Call

Schedule your no-cost 1:1
Macro Assessment call

Financial Report Analysis

Get a personalized financial model and clarity report

Roadmap to wealth

Receive a roadmap designed to help optimize cash flow, potentially reduce taxes, and accelerate wealth growth

Ready to get started?

For High-Income Business Owners & Pre-Retirees

If you earn $250K+ a year or run a successful business, your financial world might feel disjointed.
Your CPA, broker, insurance agent, and attorney each do their job... but they may not be talking to each other. That lack of coordination could cost you.

We can help change that.

Meet Our Team

DISCLAMIER

Truvium Financial Group is a financial services firm helping clients prepare for retirement through the use of insurance and investment products and services. We are not endorsed by or affiliated with any government agency. Truvium Financial Group is an insurance agency that utilizes a network of professionals acting together for the overall benefit of each client, including CPAs, Insurance Agents, Accountants, Investment Advisor Representatives, and Attorneys. Many of the professionals within the network are independent of Truvium Financial Group and maintain their own licenses.

Investment advisory services are offered by duly registered individuals through our affiliate, Truvium Capital Partners, LLC, a DBA of Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208 — an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC does not mean that the SEC has approved or endorsed qualifications or the services Fortis Capital Advisors offers or that its personnel possess a particular level of skill, expertise, or training. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.

This content is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Investors should carefully consider the investment objectives, risks, fees, and expenses before investing. Please consult with your tax or legal professional regarding specific issues prior to making a tax or legal decision.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commissions for the sale of insurance and annuity products.