Money is a tool to build the life you truly want to live. Eleanor Roosevelt once said, “the purpose of life is to live it, to taste experience at the utmost, to reach out eagerly and without fear for newer and richer experiences”.
Traditional retirement planning separates you from your money. Rarely does a traditional financial advisor teach you how you can enjoy your current income and still save for retirement with less risk and market uncertainty.
I help you retire early and have more income during your retirement years.
On average I help you create 30% to 70% more income for retirement than traditional retirement planning.
To get more reward and more income out of your money does not mean you have to take more risk. We will work together to build efficient strategies that give you more return without more risk.
The biggest question is how much to save and how to make sure it’s there when it’s needed. Lifestyle is not paid for with assets. Life is paid for with cash flow. Income is the key. Maximizing income strategies is my job.
We all have a mission and purpose we want to achieve before we graduate. Being intentional with our money to achieve that dream takes more than just rates of return and projections. We will work hand and hand to secure your intentions.
All rights reserved 2023 – Brandi Jo Newman