I’m a wealth advisor, primarily, for a select group of successful professionals who are 5-10 years from retirement, who among other things aspire to live a purpose filled retirement.
Have you ever tried to put together a jigsaw puzzle without the picture on the box? That would be hard, right? My clients seek solutions to these financial puzzle pieces:
- Full protection of their income and assets
- To retire with optimal wealth
- To pay the least amount of taxes in their working years and in retirement
- A plan that ensures they never run out of money
- To leave behind a lasting legacy
Knowing this, we’ve developed and refined a process that puts all the pieces of the financial puzzle together for our clients, we call it The Living Balance Sheet®
If you would like to learn more about how my team and I work with you to solve your unique puzzle, please contact me via email at firstname.lastname@example.org or book an appointment by clicking here.
Check out my guest interview, Family Money Talk, with Jean Latham on A New Golden Age podcast.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.