We are not the same

Not all planners are the same.
-
We have had clients bring on their old money manager to refute us, and the results weren't so great for the old planner.
-
We are defensive strategists. We do not just throw everything into an index and hope it works. To be defensive is to be diversified and have multiple streams of income that are tax advantaged so you have the MOST income as possible when you retire.
-
If you are tired of the search, want a new advisor, or just need a particular service. Do 1 of these 3 things.
-
1. Comment below "FORWARD"
2. DM me your need or want
3. Book a FREE appointment in my bio
-
#planning #money #wholelife #infinitebanking #stocks #crypto #retirement #iul #tax