A "Must-Read" If You're Earning More Than You Ever Have Before
Reveal your most powerful asset (it's not what you think!) Identify your 3 most critical (and commonly overlooked) considerations Discover what you can do right now to add specific safeguards
“You probably have substantial savings in both your home and nest egg.
And yet, neither of these is your most valuable asset.”
Roland Chow, Managing Partner
Optura Advisors, Inc.
https://www.opturaadvisors.com/
415-968-9269
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.
Optura Advisors is a Registered Investment Advisor. This content is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the content provided should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides. Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.
