Best suited for more established entrepreneurs, business owners, & professionals who are looking to organize their assets and liabilities, pay down debt, and establish a path to a work-optional retirement. Sierra includes retirement planning, tax saving strategies, life event planning (death, disability, long term care), and basic estate planning. As you make progress, we will meet a couple times each year to revise strategies and adjust when needed.
For Business Owners: We include planning to address challenges associated with owning a business to include: business continuity and employee benefits. You've invested a lot of time and energy into your business, so let your business work for you in an effective and efficient way.
SIERRA
Sierra your stepping stone to Everest.
Empower Wealth Advisors | 4358 Lockhill Selma Rd. | Bldg. 1, Suite 100 | Shavano Park, TX. 78249 | (210) - EMPOWER
This communication strictly intended for individuals residing in the states of AL, AR, CA, CO, GA, KS, MD, MI, PA, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser.
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