EP #529: Finley Wealth Advisors with Doug Finley
What Makes Finley Wealth Advisors a Good Neighbor...
The typical client of our firm has retired to our small corner of the world - Southwest Florida. They were likely referred to us by a current client or another professional, although not always. They have typically accumulated a substantial nest egg over their lifetime, now it's time to reap the rewards of their efforts.
We are here for all our client wealth management needs, regardless of how complex they may seem. However, many of our clients seek only the prudent management of their investment portfolio and guidance on tax-efficient income distribution. These are the cornerstones to a great retirement plan and we are experts in their execution.
At Finley we believe in getting to know who you are, and what’s most important to you, not just what you have. When we sit down to talk for the first time, we get to the heart of what’s truly important in your life. This approach guides all that we do in your financial planning journey.
In the end, helping clients achieve all that is important to them, is the highest goal a financial planner can aspire to in their career. We aspire to help you plan for the life events you expect and overcome those you don’t.
To learn more about Finley Wealth Advisors, go to: https://mywealthadvisor.com/
Finley Wealth Advisors
10600 Chevrolet Way, Suite 101
Estero, FL 33928