Financial Advisors near me! Will this hurt your retirement? #feeonly #fiduciary
Why you should have a Mega Roth Backdoor Coversion strategy! Save thousands!!
The Villages Florida - How to pick a great Advisor if you have $2M+ to $10M+ in portfolio
The Villages Florida - How to pick a great Advisor if you have $2M+ to $10M+ in portfolio
If you have a $2M+ portfolio, stop overpaying your Advisor. See the 8 Red Flags.
If you have over $2M portfolio, Get a Free 2nd Opinion. Stop Overpaying for your scope of services!
If you are looking for a new Advisor, we are built for the Millionaire Next Door! calendly.com/todd-iia/discovery-meeting
Can you afford an expensive Advisor/ Broker/ Insurance Sales Rep? We think you can do better!
We suggest you want:
1) Fee only, Fiduciary for you 100% of the time.
2) Advisor fees below 1%. You don't need to pay 1%+ for a $1M to $10M+ portfolio.
3) What scope of work do you need? Portfolio Management, Financial Planning, Tax Optimization.
4) We are data driven and will show you your red flags.
4) We help you to live your best life possible.
5) We have great partners like Dimensional Funds, Avantis, Vanguard, JP Morgan, AQR, iShares and more.
Contact us for a free 2nd opinion. You may be shocked by your total fees & red flags. Typical Clients have total investments more than $500k (younger & going to be the Millionaire Next Door) & Clients with $1M to $10M+.
We work with Clients nationwide. calendly.com/todd-iia/discovery-meeting