Sal helps high net-worth individuals and business owners get a clear picture of what their financial future could look like through our comprehensive financial planning process to help them achieve their goals. Through his experience as an attorney and financial planner, he understands the daily struggles and challenges that people and business owners face:
• They are struggling with the ability to enter the next chapter of their lives.
• They are concerned about whether they will outlive their money.
• They are worried that after the settlement of their divorce they will not be able to live the life they had become accustomed.
• They are under pressure to settle their personal injury matter and are concerned if the settlement will fulfill their needs.
• They are overwhelmed with the idea of post-settlement life and need someone to help them manage their assets.
His areas of Focus: Business owner succession planning, Divorcees, Victims of Personal Injury, High Net-Worth Individuals, Not-for-Profits.
Website: https://www.brutallyhonestpodcast.com/
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