I spent thirty years on Wall Street building my portfolio, only to realize about halfway through that time that I had missed out on some of the most important moments of my life. It took another 15 years to plan and create a way to help others build their best lives and portfolios using the experience I gained managing money on Wall Street. Now, here I am, working with individuals, families, and businesses across the U.S. to manage their finances and plan for retirement. If you need help: > Understanding what money means to you based on our own values > Building a portfolio and financial plan that fits into your life > Staying consistent and sticking to your plan > Avoiding common investing mistakes like > Paying more taxes than you need to> Thinking you can (or can’t) retire when the opposite is likely trueHere is how I can help you build your best life using the tool we call money:↗ (Free!) The Daily 5-minute market update & Monthly Market Outlook Click here >>> https://open.substack.com/pub/buildalifeyoulove/p/its-not-just-about-the-chips?r=v6ws2&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true↗ (Free!) The Weekly Building a Life, Not (just) a Portfolio Podcast Click here >>> https://guardianrockwealth.com/podcast/↗ Done With You Financial & Retirement Planning & Execution If you are looking for a partner to bring you peace of mind on how to reach your life and financial goals to be able to retire on your terms, you are invited to book a FREE session with me to see how we can work together & design your financial future Click here >>> https://go.oncehub.com/JohnBrowningWant to know more? Email: info@advocacyinvesting.com Phone: 561-327-4646 text "LIFE" to 321-421-5213https://www.collabs.io/mag/guardian-rock-wealth/
Listed skills include Investments, Mutual Funds, Portfolio Management, Fixed Income, and 46 others.