Vince Nardi. Forum Financial LP
I Help Business Owners Efficiently Manage their Wealth so They can Focus on What Matters Most.
As an independent, financial advisor, I pride myself on helping business owners' tax efficiently grow their wealth so they can spend more time focusing on building their business. I embrace Evidence Based Investing as a core philosophy. By utilizing the Science of Finance combined with Nobel Prize winning academic research and empirical findings, I recognize, as a former trader with 18 years of investment experience, that this approach is well-suited to accommodate business owners and their complex financial needs.
Clients approach me with a variety of needs which spans across a broad range of topics from retirement planning to risk management to incorporating tax efficient solutions. The impact of a retirement strategy on the Qualified Business Interest Deduction recently introduced in the TJCA 2017 can have a significant effect on business owners. As a business owner, with so many things on your plate, wouldn’t you want someone in your corner thinking about how these policy changes can impact your business?
If this sounds like something, you can benefit from, schedule a time for a quick call at the link below. I look forward to speaking soon.