10 Reasons To Hire A Financial Advisor
You’re building your career, earning more, and trying to make smart financial decisions—but traditional financial advisors feel outdated. You don’t want some old-school advisor charging you thousands just to hand you a glossy report full of charts and numbers you’ll never look at again.
Join my ongoing financial planning service ($50/month) for access to everything. If you invest $100K+ with me, this fee goes away.
You’re getting close to retirement and wondering: Do I have enough? When should I take Social Security? How do I turn my savings into a steady paycheck? You want a clear plan, but the options can feel overwhelming.
Retirement shouldn’t be stressful—let’s build a plan that gives you confidence. You can choose between:
The Last Paycheck Academy (Group Program – Runs Twice a Year) A structured, interactive program designed to guide you through your retirement transition with engaging workshops and one-on-one support.
One-on-One Retirement Planning (For personalized guidance)
If you prefer a customized, private planning experience, we can build a tailored retirement strategy together.
You’re preparing to sell your business or already have. You need to minimize taxes, invest wisely, and ensure long-term financial security post-sale.
Ensure your hard work translates into lasting wealth.
➡ BOOK A CALL TO DISCUSS YOUR NEXT STEPS!
You’re making money from NIL deals but don’t know how to manage taxes, investments, and long-term planning. You want to build wealth, not just spend it.
Don’t let NIL income slip through your fingers—
➡ BOOK A CALL AND TAKE CONTROL OF YOUR FINANCIAL FUTURE!
I know that after family and friends, money is usually the next thing people care most about. As they say, money can’t buy you happiness...but it can offer freedom and flexibility in life. Therefore, I work to achieve that for all my clients and their families.
I see myself as real-world, down-to-earth person that has a passion for helping like-minded clients better their financial lives. I have chosen Osaic Wealth, Inc. as my broker-dealer because it allows me to be an independent, fiduciary advisor with no corporate agenda that can put the goals of my clients first and foremost without conflicts of interest.