Do you want the BEST Money Tip of a lifetime?
Do you have questions about your finances?
Do you want to keep as much money as possible and pay the least amount in taxes?
Do you want to earn better returns on your investments so you can retire earlier in life?
I highly recommend finding a great quality financial or wealth advisor to provide better options and generate higher returns on your investments.
Per Google AI, “You should hire a wealth manager to gain access to specialized financial expertise, receive personalized advice tailored to your goals, and benefit from their knowledge in managing complex investment strategies, including tax planning, retirement planning, estate planning, and risk management, which can help you make informed decisions to achieve your long-term financial objectives.”
Ideally, find a licensed Certified Financial Planner (CFP). Ask many friends. Call many financial advisors. Ask a lot of questions to find the right personality, properly experienced and highly rated financial advisor. Too many are only looking to add as much money under management, so find one that is ALL about your finances, to create a financial plan.
Call 714-310-4162 with any questions about residential or commercial loans, or for a recommendation to a financial advisor. I try to always provide two or more options.
Rave client review:
“On a second finance project that Dan Stone helped me with, he did extensive research to find the best deal on a home equity line of credit. He was able to find me a much better deal than I was able to find on my own. He was really helpful and responsive throughout the process. I would highly recommend Dan and will use him again in the future.” -John W.