February 9, 2021

“Having multiple sources of income, along with, multiple retirements, we were almost certain that our financial future was set. What we didn’t understand, was “the old way” of financial planning no longer existed.

In a sense, we were paying the government to use our monies (investment) and not ourselves.

Implementing a new financial strategy, and becoming more tax-aware, has provided us with the knowledge and understanding on how to make our monies work for us, as we create and secure the future that we only dreamt about.”