Automotive Wealth is Financial Planning
For the people who make a living selling cars
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ONE-STOP-SHOP For Advice About Your Money.
Spend more time doing things that matter the most.
Let us handle the rest.
Cash Management
100%
Family Protection
100%
Retirement Accounts
100%
Tax Management Strategies
100%
Trust, Will, POA Documents & Education
100%
By the Numbers
97%
Client Retention
Rate
See why our clients continue choosing to work with us year after year.
50+
Families Served
Nationwide
We work with clients across the
United States.
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645+
Individuals Helped
& Counting
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Make the most of your wealth with a financial team that understands your world.
Working at the dealership, selling cars is possibly the best kept secret of careers today. That doesn’t mean you have to work until 65 years old like your parents and grandparents did.
Once you start working with us, we do the heavy lifting, so you can spend your little bit of time off on the things you love most.
Knowing your family and your money is positioned to weather unexpected events.
With a new level of confidence about your biggest financial decisions.
Prepared to capitalize when opportunities present themselves.
Once you start working with us, you’ll have greater confidence, knowing your money is working hard for you,
While you focus on winning at the dealership.
ROB BACHARACH
THE CAR SALESMEN’S CFP®
And I know what you go through every day because I spent a chunk of my life doing the same thing.
I’ve stayed for the late night deals, canceled date nights, and missed ball games. Felt the pain of missing a bonus by a 1/2 deal. Worked the service lane to find one more ESA by month end. Called bank after bank and pushed the paper until every deal got funded. Worked 12 days straight to close a record month .
After enough time helping team members at the dealership with their money and listening to their challenges, I set out to build a One-Stop-Shop Wealth Planning Firm, free from any proprietary products or companies.
Exclusively for the people who make their living selling cars.
Designed specifically for your unique challenges…
Unpredictable Income
Working Every Weekend
Sales Impacted By The Economy
High tax brackets with few deductions
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How the System Works…
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Protection Plans
Focus on limiting your downside. Risk Management and proper Estate Plan Documents are critical for long term success.
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Capture More Income
Leaky cash flow combined with poor tax management and investment selections will slow you down.
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Accumulate Appreciating Assets
Fine tune your WealthEngine™ to enhance your ability for building and growing wealth.
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