In the last video, we talked about retirement, the four posing risks, and how crucial they are. Throughout Dirk's career, he always noticed issues and things that needed to be solved within the industry. Elliot and Dirk both saw these things from different areas at the same time before they knew each other, Dirk as a CPA and Elliot as a financial advisor. It's human nature to continue on the same path and the same thing, even though the environment or different things in the environment have changed. At some point, we need to look at the changes in the system and realize it doesn't work anymore. That is one of the benefits of having the all-in-one team that OWLFI has created. Having CPAs, Financial Advisors, and Attorneys working together on behalf of you, they can acknowledge these things that have changed and work together on new solutions. And as the client, you can be more assured in these adjustments when a whole team, like what we have at OWLFI, is backing these decisions.  

We specialize in saving our clients hundreds of thousands of dollars in taxes through the way we allocate assets. We use those tax savings to help our clients generate significantly more income in retirement. We achieve these goals while reducing the overall risk of their portfolios. Watching clients suffer financially and sometimes emotionally from a disconnect between their Financial Advisor, CPA, and Estate Planning Attorney, OWLFI set out to change everything. Bringing all these professions into one fully integrated and seamless unit allows our clients to navigate retirement with less stress and more confidence.   

OWLFI Website: https://www.owlfi.com/  

Murphy's Market Minute Series: https://www.owlfi.com/mmm  

Listen To Our Podcast! https://anchor.fm/owlfi  

Our Blog: https://www.owlfi.com/blog  

Email Us: contact@owlfi.com  

Give Us a Call: (913) 441-8380