How can you create a tax-free wealth strategy?
With control, clarity, and confidence. If we don't understand where we want to go, it's very difficult to take any action at all or to feel confident about taking action. The place to begin is with education.
Adam Doran, an Investment Adviser Representative, joins me today to bring clarity and answer some very important questions on how to build a tax-free wealth strategy. From his own educational process to how to vet someone and know if they are the expert you need.
To find out more about Adam or to connect with him, you can find him on Linked-in or go to the website at https://prevailiws.com/
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Episodes referenced in the introduction: