Dean Statler PATH Method 's Linkedin Analytics

As an IT Professional, you get complex systems. There are many moving parts, and ways to design & implement your systems. While you are an expert in IT, you may not have time to devote the necessary energy to your personal financial goals, or you may struggle implementing proven strategies for a tax-efficient retirement. Whatever your situation may be, positioning your investments to produce tax-efficient revenue streams using smart money and innovative solutions can increase your lifetime after-tax spendable wealth and achieve the lifestyle you want. My clients come to me when they: ✅ Realize they do not have time for planning & structuring their financial goals. ✅ Want to maximize Lifetime after-tax spendable income. ✅ Need to reduce the risk of having a future increased tax burden. ✅ Have Life events such as a marriage, divorce, job changes or start a business. ✅ Are tired of risking their hard-earned money on outdated savings, investment & retirement income strategies.  The financial landscape is constantly changing. Let me ask you these questions: ❓ Do I have the right tools to create a successful wealth management plan? ❓ Taxes are on the rise, am I ready? ❓ Am I currently using smart retirement planning strategies that coincide with the lifestyle I want in retirement? ❓ How can I retire with the lifestyle I want to live?   Imagine within just a few months of partnering up, you are able to: 🎯 Be completely at ease knowing you will have a lifetime tax-efficient income. 🎯 Have confidence in your financial track & decisions you are making. 🎯 Have a better understanding of how smart money can work for you. 🎯 Set realistic & obtainable goals that advance your top priorities. You are a skilled professional in a high stress, fast-moving industry that is all about constructing & developing computers and network systems. You focus your time & energy on your job which pushes your own financial aspirations to the back burner. Yes, you can “Figure It Out” yet you have so many commitments and not enough energy to focus on what will ultimately be there for you when you retire and start living the lifestyle you have worked so hard for. This is where I come into play. I am here to take the pressure off you by being a peer-to-peer adviser that filters & connects your ideas to build a strategy able to withstand changes. If you are ready to take control of your personal finances, then I invite you to send me a message or schedule a coffee chat where we can talk about your needs. Here is my calendar: 👉 https://calendly.com/pathwaytoretire/15-minute-cc