Entrepreneurs on Fire
From Advisor to Architect: Navigating Wealth Transfer, Retirement, and Succession with Peter G. Miles
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Show notes
Peter G. Miles believes in helping all people no matter where they are in their financial journey. That is what led me to start St. Croix Wealth Management. It's about the relationship with a person, not the size of their portfolio.
Top 3 Value Bombs
1. Success requires the courage to step outside your comfort zone and the support of a strong team behind you.
2. The biggest financial advisor misconception is that you need to be wealthy or close to retirement to benefit from guidance.
3. Proper planning especially for wealth transfer, retirement, and estate decisions can dramatically reduce taxes and prevent family conflict.
Check out Peter's website to learn more or get in touch - St. Croix Wealth Management
Sponsors
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