On todays episode we sit down with not just another financial advisor, but a man who will guide you to YOUR financial happiness. Tanner Bortnem with Harmoney Wealth AZ and he is a fiduciary. He isn't just taking his clients money and put into a bucket earning a basic ROI. Tanner sits down with his clients and really dissects his clients WHY on where they want to be when they retire. Once he figures out your why he then reverse engineers a plan to get you there.
This is the first of many episodes to come discussing finances and helping our listeners better them self and to help our listeners think about and potentially meet their retirement or financial goals.
If you find value or would like to sit down and talk with Tanner his website is listed below feel free to reach out to him:
If you have any comments, thoughts or questions about the show or have some ideas on what you want us to talk about, reach out to Shawn, Shane & Rachel via social media:
Shawn Malkou (on all the social platforms): @shawnmalkou
Shane & Rachel:
www.srazrealty.com
IG: @sr_realtygroup
FB:@SRAZRealty
YT:@Shane & Rachel
Also, check out our other content on all the other social platforms by googling our names and you will get all the info!
