Experience

The Strategic Wealth Advisor, LLC.

• United States
• Financial Services
• 1 - 100 Employee

• President & CEO

  • 1995 - Present

  Boca Raton, Flordia My clients want to be prepared for almost anything. They want a strong financial roadmap that will eliminate the need to worry about: 🙏 Will I be able to afford assisted care if I ever need it? 🙏 Will our lifestyle change when one of us needs care or the money runs out? 🙏 Will I be a physical, emotional, or financial burden on my spouse and children? 🙏 Will my spouse have to take care of me if I need skilled care or will we have enough money or resources to… Show more My clients want to be prepared for almost anything. They want a strong financial roadmap that will eliminate the need to worry about: 🙏 Will I be able to afford assisted care if I ever need it? 🙏 Will our lifestyle change when one of us needs care or the money runs out? 🙏 Will I be a physical, emotional, or financial burden on my spouse and children? 🙏 Will my spouse have to take care of me if I need skilled care or will we have enough money or resources to afford professional help? 🙏 Will I be seen as irresponsible if I run out of money before I run out of time?

• I specialize in TAX FREE INCOME FOR YOU!

  • Sep 2015 - Present

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