Get to know Andre. Discover how their expertise and personalized approach have helped countless clients achieve their financial goals.
Expertise You Can Rely OnI’m a dedicated Financial Coach, in the industry for 23 years, specializing in helping families and business owners transform their financial dreams into reality. My expertise encompasses retirement planning, protection planning, business succession strategies and ERC – Employee Retention Credit. I believe in the Power of Conversation and ‘Having some Fun and Getting it Done!’
🏡 **Fulfilling Family Dreams**
For families, I understand the deep-rooted aspirations you have for your loved ones. Let’s collaboratively craft a personalized financial roadmap that secures your family’s future, ensuring milestones like homeownership, education, and a blissful retirement are well within reach.
📊 **Expert in Retirement Planning**
Retirement should be a time of joy, not worry. With my tailored retirement planning, you can look forward to a secure and comfortable retirement. I’ll guide you in making the right financial decisions to achieve your retirement dreams.
🏢 **Business Succession Planning and Employee Retention Credit**
As a Business Succession Planning Specialist, I help individuals and business owners navigate the complexities of passing on their legacy. Whether you’re planning for the next generation or contemplating a business transition, I’ll ensure your legacy thrives. I also support you with my Team of Professional Attorneys and CPAs (working with the ERC since its inception) to Guarantee that you obtain the maximum dollars that you qualify for from the ERC Program.
✅ **Why Choose Me?**
I believe in a personalized approach, blending my extensive financial coaching experience with a deep understanding of business succession planning. Together, we’ll empower you with the knowledge and strategies needed to make your financial dreams and business legacy a reality.
🌐 **Ready to embark on your financial journey?**
Don’t let financial uncertainties hold you back. Let’s join forces to create a secure and prosperous future.
Reach out to Andre for personalized assistance with your financial needs. Whether you prefer a phone call, email, or an in-person meeting, we're here to help you every step of the way.
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