Nadia Reesman Email & Phone Number

As a financial professional, I help the self employed, small to medium sized business owners and their families. My services are catered to the entrepreneur focussed on building their businesses!Are you concerned if you're doing it right: saving enough, got the right insurances, offer the right benefits, keeping taxes low..... Does it seemed like a burden to research it all? You're not alone! It's hard to tell if you are on track to meet ALL your retirement needs or what else can be done to offset future income taxes and create more life-time income. I do all of this with an educational approach using a platform that represents many investment and insurance companies to create customized solutions.My clients come to me when they:✔️ Know they need to start saving but not sure what options they have✔️ Want to know about other options other than a 401k that are less risky✔️ How to to turn their 401k and IRAs into lifetime income✔️ How to maximize & reduce risk in their 401k and IRA plans✔️ Want to learn about tax-advantage strategies The landscape has changed for entrepreneurs, and my clients are tired of putting all of their energy into:❌ Not knowing if their savings or profits will be enough in the long run with inflation❌ If their savings in their tax-deferred 401k's and IRA's will close their income gaps❌ Worrying about continued market risk ❌ Increasing health care costs❌ How potential income tax increases will impact future standards of livingWithin just a few months of working with clients, they're frequently able to: 🎯 Have more clarity on how to achieve a potential second stream of lifetime income🎯 Reduce their market risk while keeping their continued growth potential🎯 Feel at peace with a comprehensive strategy should health issues arise🎯 Understand and make moves towards lowering taxable income with adopting some strategic tax

Listed skills include Policy Analysis, Government, Public Policy, Community Outreach, and 8 others.

• 

  Ucla