Many believe that building wealth comes down to pursuing the highest investment returns. The reality? Returns matter far less than three often-overlooked factors:

• Asset allocation
• Minimizing unnecessary fees
• Tax efficiency

In this video, I’ll share how, over 25 years as a financial planner, I’ve helped individuals and families simplify their financial lives and gain confidence in their future.

Whether you’re preparing for retirement, protecting your family, or ensuring you’re on the right track, this is the place to start.

I’ll also explain how a clear financial plan, rather than guesswork, can provide peace of mind and help you move forward with clarity.