Harold G Wenger

About Harold G Wenger

Every business owner says the same thing:\"Once the business runs smoother… once I hit my number… once I step away… then I’ll finally live.\"But your business grows, the responsibilities grow, and life becomes a series of “somedays.”Someday you’ll take that two-week trip to Italy.Someday you’ll spend summers at the lake with the grandkids.Someday you’ll stop working 60-hour weeks.And then, the big one — someday you’ll finally “retire.”The problem?Someday often comes with a tax bill that guts half of what you’ve built. Or a poorly structured exit or payout that bleeds money for years. Or worse - a sudden realization that you’ve been living for “later” and “later” isn’t as long as you thought.That’s why I created my Retired Lifestyle Strategy™. Because retirement shouldn’t be a destination…it should be a lifestyle.It’s not about walking away tomorrow.It’s about rearranging the pieces so you can enjoy the lifestyle you’ve dreamed of today… while setting up the smartest, most tax-efficient exit possible.Here’s what it looks like:• Pre-Exit Engineering: Structuring your business sale (or succession) to keep more of your money and minimize taxes both at the sale and for decades after.• Lifestyle Design: Folding in the travel, time, and experiences you’ve been saving for “later” — without threatening your future security.• Total Financial Integration: Your investments, insurance, estate plan, and corporate benefits all talking to each other like a personal CFO is running the show.When you see the full plan on paper (every number, every timeline) it’s a revelation. You realize you can stop deferring life and start living it now.If you’re within five years of retirement - or thinking about selling your business - now’s the time to explore the Retirement Lifestyle Strategy™.Contact:h••••••••@kingsview.com71••••••73

Experience

1. Partner i Wealth Manager at Kingsview Partners

   Kingsview Partners

   Jul 2023 — Present · Lancaster, PA, US

Education

• Franklin & Marshall College

  BA cum laude, Government

  1976 — 1981

Skills

• Investment Strategies
• Financial Advisory
• Retirement Income Planning
• Tax-Efficient Strategies
• Social Security Benefits Planning
• Estate/Legacy Planning Strategies
• Asset Allocation
• Wealth Preservation Strategies
• Medicare Planning/Long Term Care Strategies
• Strategic Planning