Beyond the Business
Building Wealth Outside the Business:
How Entrepreneurs Turn Business Success Into Personal Financial Independence. Tax Strategies + Planning Moves for Business Owners
Tuesday, March 10th 2026
12:00pm–1:00pm
KWS Financial Group
3407 W Alberta Rd. Edinburg, TX 78539
Lunch Provided
Limited Seating
About the Series:
Beyond the Business was designed by KWS Financial Group to help local entrepreneurs and business owners make smarter financial decisions—not just for their companies, but for their long-term personal wealth.
Each month, we host a small-group Lunch & Learn focused on practical, actionable topics that make a difference before year-end, at tax time, and in long-term planning.
Whether it’s saving on taxes, building retirement income, or preparing your company for eventual transition — each session gives you ideas you can use immediately.
Session Highlights:
- Reduce dependence on the business for long-term security
- Build personal wealth alongside business growth
- Create options beyond “working forever” or “selling someday”
- Retirement plan strategies that can reduce taxable income (depending on your business structure)
- A simple framework to turn business profits into long-term personal wealth
About the presenter:
Jeremiah Castaneda is the founder of KWS Financial Group. As a fiduciary advisor and business owner himself, Jeremiah specializes in helping entrepreneurs and professionals design tax-efficient strategies that move profit beyond the business—into long-term wealth, retirement readiness, and family legacy planning.
Jeremiah Castaneda
Founder, KWS Financial Group
Investment advisory services offered through KWS Advisory Group, LLC, a registered investment advisor in Texas. Neither KWS Advisory Group, LLC nor KWS Financial Group, LLC is affiliated with any government agency and does not provide tax or legal advice.