Brandon Fleming, BAS, MHA’s Post

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Financial Advisor/ Growth and Development Director

Just out here wondering why everyone’s “all set.” In this week’s addition of: Bragging with the Sauce! - Helped a Cardiologist (making 850k year) solidify his income, assets, estate all while building him a plan that has an 80%+ probability ratio for a successful retirement. Oh, and he’ll be in the lowest tax environment that he can possibly be in (under 10%) AND….. He’ll never have to leverage his assets at a loss….. All while spending more in retirement and leaving a bigger legacy. - Also did very similar planning with a Neurologist, 2 hospitalist, and a dermatologist. Set up 2 plastics residents with the fundaments as well as an IM resident. You’re all set like that? If so, then I’m elated for you! THIS IS WHY I DO THIS! To help people better understand REAL planning and make a significant change in their wealth picture. Be blessed and share your highlight reels on social media so I can celebrate your wins too! #thegingerbeardedfinancialrep #wealthmanagement #riskmanagement #financialplanning #legacy #taxfree #invest #protect #diversify #planforyourfuture #advisor #physician #wealth #generationalwealth #estate #future #openminded #termlife #wholelife #etf #mutualfunds #stocks #bonds #retirement

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