Smart Man…Smarter Woman is a podcast for entrepreneurs by entrepreneurs.The co-hosts, Juliet Aurora and Steve Loates are business partners, authors, speakers and business owners. They are also husband and wife which makes for a very interesting dynamic in each show. 🙂Most episodes will feature a gu… read more
Gold Nuggets in this Episode:
For more than 30 years as a wealth advisor, he has learned that one of the most important aspects of his role is offering peace of mind and confidence when it comes to your financial future. It starts with a strategic roadmap that clarifies your current needs and future goals to ensure you’re looked after at every step of the way. Each personalized plan has a wealth and risk management strategy that is carefully constructed to find the right solutions at the right time for you, your family and your business. Rick also work hard to ensure there’s a comprehensive estate plan for your family, that leaves the lasting generational security you want, a retirement income plan for comfortable living and a charitable giving plan for an impactful legacy.
Song by Adam Vitovsky / CC BY 3.0
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