Financial Advisor - Sagient

As a Financial Advisor with Sagient Financial, I specialize in helping individuals, families, and business owners navigate financial decisions with clarity and confidence. Operating as a fiduciary, I am committed to providing unbiased, client-first guidance in wealth management, investment planning, and risk mitigation—ensuring your financial strategies align with your unique goals and long-term success. - Holistic Financial Planning Tailored to You - With expertise spanning retirement planning, investment strategies, estate planning, and insurance solutions, I take a comprehensive approach to financial security. My background in both financial services and real estate allows me to integrate asset protection, tax-efficient investing, and long-term growth strategies, providing a well-rounded plan that adapts to life’s changes. 🔹 Personalized Financial Roadmaps – Whether planning for retirement, securing your family’s financial future, optimizing tax strategies, or creating a business succession plan, I develop tailored solutions to help you stay ahead. 🔹 Strategic Wealth Building – I focus on growth, risk management, and tax efficiency to ensure your wealth works for you now and in the future. 🔹 Collaborative Expertise – Through my network of investment managers, tax professionals, and estate strategists, I provide clients with holistic financial solutions that address all aspects of wealth management. Success in financial planning is about strategy, not chance. Whether you're an individual, business owner, or real estate professional, I’m here to help you make informed, confident financial decisions.

✅ Clarity & Confidence – Financial decisions can feel overwhelming, but I simplify complex strategies and provide clear, actionable guidance so you can move forward with confidence. ✅ Comprehensive Wealth Strategies – I take a holistic approach to financial planning, integrating retirement planning, investment strategies, tax efficiency, estate planning, and risk management to ensure all aspects of your wealth work together. ✅ Fiduciary Commitment – Acting in my clients' best interests, I provide transparent, unbiased advice designed to help you grow and protect your assets. ✅ Collaborative Approach – I work closely with a network of investment managers, tax professionals, and estate planners, ensuring my clients receive well-rounded, expert-backed financial solutions. ✅ Specialized Expertise – My background in both financial services and real estate allows me to offer unique insights into asset protection, investment diversification, and long-term financial security. - Who I Help - 📌 Individuals & Families – From retirement planning to wealth preservation, I help clients build financial security and legacy. 📌 Business Owners & Entrepreneurs – I provide tax-efficient investment strategies, succession planning, and risk management to help businesses thrive. 📌 Real Estate Professionals & Investors – With a deep understanding of both finance and real estate, I offer strategic guidance on leveraging investments, protecting assets, and maximizing long-term value.

As a Financial Advisor and Fiduciary, I bring a strategic and collaborative approach to financial planning, ensuring that individuals, families, and business owners make informed decisions that protect and grow their wealth. Within the Team Referral Network, I serve as a trusted resource for members and their clients, helping them navigate financial complexities with clarity and confidence. ✅ Expert Financial Guidance – I provide personalized financial strategies for individuals and business owners, helping them with retirement planning, investment growth, risk management, and tax-efficient wealth strategies. ✅ Collaborative Problem-Solving – I work closely with other professionals, including real estate agents, mortgage brokers, attorneys, CPAs, and business owners, to ensure our clients receive well-rounded financial solutions tailored to their specific needs. ✅ Resource for Business Owners – I help entrepreneurs and small business owners structure their finances for long-term success, including succession planning, tax efficiency, and investment growth strategies. ✅ Support for Real Estate & Investment Professionals – With a background in both real estate and financial services, I assist realtors, investors, and mortgage professionals in protecting their assets, optimizing investment returns, and ensuring financial security for their clients. ✅ Fiduciary Commitment & Transparency – As a fiduciary, my advice is always in the best interest of my clients and referral partners. I operate with full transparency, ensuring that financial decisions are aligned with long-term goals and financial well-being. As a dedicated member of this network, I actively look for ways to connect, collaborate, and provide value to fellow professionals. My goal is to empower our network with financial knowledge, helping members and their clients achieve financial stability and long-term success. 📩 Let’s work together to create opportunities, support each other’s growth, and build lasting financial security!