Do you have a fully integrated financial planning team, or are you working with people in silos? If you don’t know, or if your answer is the latter, then you need to listen to our next guest.
Wayne B. Titus III, CPA/PFS, AIFA founded AMDG Financial and AMDG Business Advisory Services in 2002 based on his fifteen years’ experience at two large accounting firms, where he worked with Fortune 50 clients. He dove into entrepreneurship to make a bigger impact on people’s lives. As a fee-only fiduciary adviser, his loyalty is to his clients: he places their interests ahead of his own or those of his firms.
Although his primary focus in on the entrepreneur, in this episode we discuss financial issues that impact individuals as well. By referencing the sport of orienteering, which requires “navigational skills using a map and compass to navigate from point to point in diverse and usually unfamiliar terrain whilst moving at speed,” Wayne helps us to understand why it is so critical that our financial planning teamwork in tandem.
With assets of more than $150 million, AMDG Financial integrates tax, financial and investment strategies to help clients make financial and life transitions successful on purpose. The company’s credo is, “From financial wisdom, better stewardship.” His latest book is The Entrepreneur’s Guide to Financial Well-Being (https://amzn.to/3q5g70e).
To learn more, visit amdgservices.com
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Thank you to our April Sponsor: Entrepreneur’s Guide to Financial Well-Being or Wayne Titus
Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That’s exactly what it’s like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families.
Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur’s Guide to Financial Well-Being. With the right adviser at your side, you’ll have the freedom to focus on what really matters to you.
Get The Entrepreneur’s Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.