As a business owner, you're constantly looking for new ways to improve your productivity. Not only do you need to stay on top of your daily tasks, but you also...
Scott Lask - Financial Planning
We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future.
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About: We provide Next Generation Wealth planning that is fun and leaves clients feeling great about their future
Certifications/Awards: Certified Wealth Strategist (CWS)
Specialties: Helping my clients live like Rock Stars! The Wealth Management Group Three Planning Pillars
Ideal Client: Business owners/entrepreneurs and C-Suite Executives who want to lock down their retirement planning and live their best life!
Geography: East Coast of America and California
Surviving the Bear Market - The first question you have to ask yourself is “what is your long-term goal?”. To some people, it's to call it a day at a certain age, buy the house in Cape Cod or down in Florida, play golf, play with the grandchildren, go to the bluebird special. The second question, “how have you determined your risk tolerance?”. Scott shared an example of a different way to analyze your risk.
Scott is a great guy who knows a lot about business and life. I had couple meetings with him and now I'm confident managing my own 401 K and live my life to the Max.
I will recommend him to my family as you should to.
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