People are relying on you to make the right decisions for the family's finances. It's time you rely on a trusted partner to delegate financial tasks, so you can focus on spending quality time with your parents in their final years.
Your parents have lived a long life, and have accrued a lasting legacy… assuming it's managed appropriately. They helped you along the way and now it's time to repay the favor. Partner with Formula Wealth as your financial concierge to make sure their wishes (and yours!) are pursued efficiently and effectively. We even offer special pricing for you!
I work with baby boomers and their elderly parents in order to minimize taxes across two generations and make the inheritance process most efficient.
Don’t be so focused on their healthcare that you miss opportunities for wealthcare.
Why Should POAs Choose to Work with Formula Wealth?
TRUST
I built this firm as a flat-fee company because I never wanted my clients to have in the back of their mind: "How is this guy stealing from me?" I LOVE not having that unnecessary conflict of interest. I get paid the same no matter what advice I give, so it's in all of our best interests that I only give you the best!
TRAINING
With years of experience and the alphabet soup behind my name, I continue striving to understand the ever changing world of taxes, investments, and estate law. I am passionate about merging these together for the ultimate, comprehensive multigenerational plan.
TRANSFER
You have enough on your plate trying to manage your own finances, and now you're in charge of someone else's. It's a lot to handle. Although thinking about our loved ones passing is never easy, I want you to focus on your relationship with them. Transfer the boring financial details to a nerd like me - I love this stuff.
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