I am a Financial Advisor, Certified Exit Planning Advisor (CEPA®) and Accredited Asset Management Specialist (AAMS®). I focus on dynamic financial & retirement planning, allocating and investing capital, and managing risk. This may include investing in cash-generating assets & equities, effectively reducing debt, insurance, tax strategies, estate plans, and more.I have expertise in using tax strategies to expedite retirement plans and leveraging strategies that are often overlooked. I focus on helping families and business owners to plan, invest and prepare for the future through a shared and collaborative process.Have you thought about the following:►If you stopped working today, would you or your business generate enough income to live on?►Have you recently assessed your portfolio to see how it would perform if we were to face another market downturn?►When it comes to retirement have you gone over the best and worst case scenarios in order to retire comfortably and maintain your desired lifestyle?►Are you currently on the path to retire on time and what are your probabilities of success?These are some of the many challenges that I can help you overcome.Set your financial goal – transitioning your business, buying a home, paying for an education, living well in retirement, or planning your estate – and we’ll work together to personalize a plan to guide you to your financial finish line.If you need help with this, please reach out to me directly here on LinkedIn or email me at john@meinertwealth.com.