Cash Flow Coach🔄 | I Teach REAL Wealth Building🏆| Husband & Dad 🏋🏽♂️ | Money is a tool and nothing else. I help you learn how that tool ACTUALLY works for you instead of your money manager, the IRS, and banks
Once upon a time there was a financial advisor…. He had dreams of helping people have a better life and break out of the wealth gap. He did what everyone said he should do to achieve this. He went to school and got a degree. He got all of his securities & insurance licenses. He knew the business would be hard - so we went to work for a big box financial institution. Was trained by the senior advisors there. Sold mutual funds, helped clients max their retirement accounts, and made sure everyone had ample term insurance until they retired, and even helped people pay off their mortgage as quickly as possible. And then one day at the end of his career, he realized he did help a lot of people. Unfortunately, the people he helped the most was the mutual fund company, the IRS, the term insurance company, and the mortgage company. The clients were dead last. —————— This advice has been proven to not be ideal for the client planning for maximums through thier life. It’s the client who lives in the minimums. The minimum amount of retirement income; the minimum amount of legacy; the minimum amount of liquidity. The only maximums the client achieves is *more than likely* taxes & fees. Readers: this is the type of planning that academia and the government/financial institutions teach advisors how to sell. Are you getting advice that sounds like this?? If you’re not sure - would it be worth a conversation to find out? Schedule a conversation with me and we can discover together.
