As a Financial Advisor and Managing Director at Bechtold & Blumenfeld Group, I help experienced professionals build and maintain their financial legacy by keeping more of their hard-earned money to enjoy the rewards of their careers.
Have you found yourself having these questions?
Will I be able to afford the things I have been looking forward to in retirement?
Will I be able to afford any unexpected expenses?
How can I take advantage of lower tax rates?
I believe I can help you to feel more financially prepared for retirement.
You may have many goals ahead- retirement, education, family events, travel or you may be focused on a single need like saving for a home. Regardless of where you stand as a financial advisor, I use the following processes:
1;1 financial advice.
Personalized recommendations.
Regular meetings to review your progress.
Digital tools to help you stay on track.