Did You Know?
Most Advisors Cost You Profits

Most Advisors Cost You Profits
What you
lose to costs
$170,000
Earnings
$160,000
Investment
$100,000
Earnings
$330,000
Investment
$100,000
Most advisors will charge you 1-1.5% management fees and then fail to tell you about the .5-1.5% added expense of the investments they choose. Over time, that can amount to a ‘fee drag’ on your returns of 25-50% over a 20-year time frame. This also doesn’t account for the impact taxes have on your plan. We’ll mitigate both.
Everyone Deserves Financial Freedom
I grew up in a family that always seemed to have money challenges. I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money.
Because of my experiences, I’ve created a firm dedicated to helping others continue to do what they love to do with ZERO financial stress.
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