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Make Your Money Matter

May 21, 2021

A financial advisor isn’t just someone who invests your money and tells you what to do - they offer the experience of advanced planning and absolute trust to keep you on track for the most returns with the least amount of risk. 

And while the Internet is full of ways to “build and manage wealth for retirement,” an advisor who keeps you on track (and there for your best interest) is priceless.

In this episode, I discuss how a financial advisor sets your portfolio up for greater success and the retirement you want (without any limitations). 

Show Highlights Include:

  • The ‘Sir Edmund Hillary’ approach to instantly securing your most successful retirement plan (with minimal risk). (1:30)
  • Why hanging out on investment blogs harms your portfolio- and how a financial advisor brings peace of mind to your planning instantly.  (4:16)
  • What the Vanguard Advisor’s Alpha reveals about your investments - and how to increase the value of your portfolio right now. (8:00)
  • Why you shouldn’t plan your own retirement - and the five things a financial advisor offers for your most profitable retirement today. (14:41)

To schedule your complimentary retirement track review, head to You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.