Dylan Thorson's Linkedin Analytics

What if you could get rid of your Financial worries, create wealth to an early retirement, while spending time with your loved ones and feeling confident about your money? You worked the last 20 years hitting personal goals, providing for yourself and your family. But when it comes to your financial world you have "Some retirement accounts" but do not know if you are contributing enough, or how these accounts work and have doubts. Then all of a sudden the market goes down 15% so you -> Feel scared how that effects your retirement. -> Feel like the "Plan" you have in place is not a full proof one. Then you feel like no matter how much you save or invest you have no piece of mind if it will work and begin to have more doubts. This is a story I hear often with clients, high earning educators like YOU, who want to be able to spend time doing what they love such as travel, being with their kids and not worrying about their financial future! Clients I work with find themselves having similar thoughts. While earning $200k they feel it may not be enough to retire, maintain their lifestyle also while providing for the family. They wanted to have more time to enjoy life outside of work, have financial piece; while also having a successful career. Now go to today: -> They have gone from stressed and just "saving" to having a purpose for each account retirement and non retirement. -> They understand what age they can retire, and how tax's play a role in retirement giving them peace of mind. This has allowed them to spend more time with their spouse, family; advancing in their career while also feeling confident in their financial world. Losing someone close to me at an early age I saw how finances can impact a family in a matter of days and not years. Helping others being prepared financially for any circumstance life throws at them is what brings me joy everyday and inspired me to become an advisor. Here's how we help clients: -> Quarterly meeting to review your financial situation changes -> Having tax solutions in place -> And having accountability on budgeting, spending Are you ready to get your financial puzzle put together? DM me 'Plan' to begin your financial piece of mind journey.