https://www.nathanapierce.com/about-guardian_18-et3smUnderstanding Today's Financial Environment It's possible the next few years will be as turbulent as the last. Talk of an unpredictable economy, global uncertainty, or a government that can't seem to get along makes it difficult to know if your headed in the right direction.
I am a Wealth Management Advisor to business owners and professionals who want to achieve a work optional lifestyle. I use a process that pulls all the pieces of the puzzle together. Together we cut through the noise and confusion so clients make smart financial decisions for themselves and family. It helps creates a predictable path to their financial goals and allows them to live more confidently.
We work together with a distinctive mind set through a series of critical meetings. We gather data to review and evaluate risks, cashflow, assets and liabilities. When we see blind spots, we make decisions to resolve them. My clients reflect how they’re better organized and have a predictable strategy toward their financial success.
Successful retirement planning involves two critical components: One, we need to create an increasing income for the rest of your life. Second is risk management. We have to handle the known retirement risk factors.
We Are Here For YouToday’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
About UsOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Vision and Mission StatementsWealth Strategies Group strives to be the market-leading financial services company in every community we serve through our passionate pursuit of excellence.We bring clarity to what you have imagined, by protecting and building your greatest assets.