Rob Hernandez Email & Phone Number

2021 is the year of the Independent Professional. Do you have the right financial advisor supporting you?Does your financial advisor focus on your money instead of your SUCCESS as a professional?Did your financial advisor GHOST you during the pandemic? Provide answers to your PPP questions?Take it from an industry insider, most financial planners fail to properly support independent professionals for two reasons. 1) Their financial plans work best for Salaried Employees, and 2) they don’t understand the MINDSET of a small business entrepreneur. Our financial planning process centers around you, the BUSY independent professional, to help you feel more confident when you wear your finance hat. We bring our experience and expertise centered around CASH FLOW forecasting and TAX planning to help you avoid the traps of traditional cookie-cutter financial planning. We specialize in your JOURNEY as an Independent Professional.Bootcamp For New & Established Professionals► Learn how to turn UNEVEN cashflow into consistent savings for retirement, or other financial goals.► Turn the dial up on your tax savings from IRAs/Roth IRAs, and other accounts?► Learn how to manage your business deductions to show enough income to qualify for a business loan or a mortgage?Protected Income Retirement Planning I Tax-free Retirement► Saving money in the tax-deferred bucket is great, but doesn't solve for the many retirement risks facing most people. ► At worst, it could lead to unintended tax consequences and you burning through your retirement savings much sooner than expected.► We will run the numbers to maximize and protect your retirement savings.Financial Planning For Your Next Act► Are you a salaried employee looking to go INDEPENDENT and create a retirement business as a coach, consultant or provide professional services?► We believe you can and will help you build your financial plan to fund your dream business. We are around to work with AMAZING people, doing AMAZING work to build their life's legacy.Typical Clients:Independent Business Professionals | Professional Service Providers | Executive Coaches | Business Consultants | Independent Contractors | Gig Economy Workers | 1099s | Single Member LLCs | Family-Run Businesses | Closely-Held C-Corp | Closely-Held S-Corp | Partnerships | Franchisors☎️ BOOK A COMPLIMENTARY STRATEGY SESSION copy & paste this link:https://calendly.com/robhernandezcfp

Listed skills include Financial Risk, Risk Management, Financial Services, Credit Risk, and 23 others.