CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
For those near retirement, record inflation, rocky markets, and a potential recession could make retiring within the next 5 years even more challenging. Help find confidence in your plans with this FREE checklist.
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
As you think about the shift from working to retirement, there's a lot of uncertainty. Changes are coming. Let me help you make a plan and bring more peace of mind into the mix. Let's make progress instead of procrastinating. Your retirement is going to be epic IF you plan for it. #DoBetter #fiduciary #YourWealthConcierge
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
This is our goal ... every day. 💪🤓😎🙌 #DoBetter #fiduciary #YourWealthConcierge
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
More strategies, more value ... private equity/debt is something to consider. Not for all, but definitely for some. #fiduciary #YourWealthConcierge #FP24
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
Growing my brain for the week so I can help my people with better strategies than the average advisor ... 🤓😎💪 #fiduciary #YourWealthConcierge #FP24
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
Are you moving forward with your plans for retirement? I can help. Schedule us a few minutes to chat about it: www.calendly.com/mkoosa #fiduciary #YourWealthConcierge
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
Focus is HUGE. For the majority of your life, you've focused on working hard and saving. And you've done great! In your 50's and it's, as you approach retirement, you need to stretch your focus to include market volatility, safeguarding savings, your impending retirement tax bill, inflation, etc. Let me help you by handling those concerns. We can work together to enhance your peace of.mind, rather than your to-do list. Why wait to feel more at ease? Schedule us a few minutes today: www.calendly.com/mkoosa #PlanForQualityOfLife #fiduciary #YourWealthConcierge
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
Being grateful adds to your quality of life. https://lnkd.in/ex2kCdx6 #PlanForQualityOfLife #fiduciary #YourWealthConcierge
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
We are looking to hire an Interim Fund Development Manager. Inspiring minds is hiring! Come join our team. We are looking for a creative and passionate individual that is experienced in fund development strategies and looking to work with an organization that is committed to tutoring, mentoring, mindfulness education and providing a pathway to education. If interested, please click the link for more information. We hope to hire for mid September but application will stay open until the position is filled. https://lnkd.in/eGAnYfkz
CEO (Proud Mom & Adoption Advocate) | Constantly helping other people grow their future freedom | Partner to Business Owners who want to Maximize their Asset and Minimize their Taxes
Be patient and make sure you have a plan in place that gives you peace of mind REGARDLESS of market conditions. #PlanAhead #fiduciary #YourWealthConcierge
