I’m excited to share that the Guardian® agency I previously represented (2009-2014) has successfully merged with Wealth Strategy Partners(WSP). I’m proud to be a part of this dynamic and innovative firm and feel it truly adds considerable value for our existing and potential clients. The focus of WSP centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WSP envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.
I will continue to strive to build personal connections with my clients, with the goal of strengthening existing relationships and introducing our wide angle, comprehensive financial planning process. This will enable my clients to begin building true net worth and memorable, lasting legacies. Part of that process includes The Living Balance Sheet which is a cutting edge financial planning software that will help us organize you financially and make sure all plans are working as efficient as possible.Here’s a 3-minute video: http://videos.thelivingbalancesheet.com/financial-truth
At WSP, we are committed to empowering our clients with an economic mindset that alters their existing beliefs about fear, doubt, and scarcity in the marketplace. Since most people are unaware of the avoidable dangers that threaten their wealth (i.e. – taxes, inflation, liability, probate, planned obsolescence, etc.), through WSP’s process, we are able to identify and help eliminate many of those dangers and generate the freedom and clarity needed to focus on building personal financial legacies and business ambitions.
Let me share a new way of thinking. Our initial discussions with you are designed to determine if our financial philosophy is aligned to your personal & business objectives. Give me a call at (808)695-2131, or shoot me an email: firstname.lastname@example.org
Let’s get started!