8d • General discussion
The Real-Life Wealth Blueprint – A New Way to Build and Protect Wealth
“I’m not just an insurance agent or real estate agent—I’ve spent over 30 years on all sides of money: as a consumer, lender, business owner, and advisor. After working with thousands of clients, I kept seeing the same thing: people are getting fragmented advice. Their insurance agent looks at one piece, their CPA looks at another, their real estate agent looks at another—and nobody is looking at the whole picture.
That’s why I created a model that brings it all together: insurance, real estate, business ownership, and tax structure, so people can build a safer, more complete retirement—not just a 401(k) they hope is enough.”
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The Real-Life Wealth Blueprint – A New Way to Build and Protect Wealth
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