What industry do you think your business is most related to?
Accounting & Financial
Tell us a bit about who you are and the people you reach
What we do: Protect Baby Boomer’s Retirement Savings
Who we do it for: South Texas residents with investment accounts of 500k or more between the age of 51 to 70
What inspires you and how do you envision the design for your business?
Book cover for book titled: 7 Financial Planning Mistakes Every Baby Boomer Needs To Avoid | By: Jeremy Sakulenzki
The mistakes will be:
No. 1: Failing to properly plan
No. 2: Assuming what when up will continue to go up
No. 3: Retiring too early
No. 4: Not taking fees into account
No. 5: Underestimating inflation
No. 6: No properly preparing for rising healthcare cost
No. 7: Planning to depend solely on social security