I am an all-round financial services coach, backed by a team of regional planning specialists. I provide exceptional service to a limited number of families and small business owners. Our partnership helps them to reach their financial goals by taking a long-term holistic approach to success. My practice grows by helping those that the clients I've worked with care most about.
Over the past 20 years I have helped clients: reduce their taxes, implement wealth management strategies, become debt-free sooner, create effective retirement and succession plans, and protect their future against unforeseen risks. Clients know I provide continuous, honest guidance to bullet-proof their ever-changing and unique financial situation.
My vision is to help improve clients’ financial well-being.
A real financial plan
Can you retire early? Move from the city to the cabin? Real questions that affect your financial situation require real answers. As life changes, a real financial plan adapts with you.
The Living Market podcast with host Philip Petursson
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