Your Optimal Financial World
Your Optimal Financial World- How Driven Entrepreneurs Benefit From High-Performing Virtual Family Offices
In this online presentation, we go over the characteristics of driven entrepreneurs, maximizing business success, family offices (single & multi), and the success equation. We explain how to get access to the best of the best contacts, preferential agreements, and state of the art of capabilities. Finally, we go over the need for stress testing which involves creating a profile, evaluating existing or proposed services and products, then work the assumptions, evaluate alignment with goals, calculate the cost structure, address alternative services and products, then recommend a course of action. We are extremely confident driven entrepreneurs will love this presentation.
Schedule a call by clicking here to see if you are on track for your optimal financial world
https://calendly.com/damiboulder/30-minute-call-website
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in the state of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
The views, opinion, information and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.