Break Away from the Rat Race18 Kesä 2022

Why You Need an Independent Financial Advisor with Tammy Trenta

As founder and CEO of Family Financial, Tammy empowers families and business owners to keep more of what they earn, preserving and growing their wealth. She takes a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve her clients’ financial goals while often saving them time and money.

Tammy has held positions such as Director of Planning where she advised their most affluent clients on complex retirement, business, tax and estate solutions. Other notable career positions she held were Trust and Estate Advisor in Wells Fargo Private Client Services in Beverly Hills, Financial Planning Specialist with Merrill Lynch, and Investment Advisor at Charles Schwab.

In addition to relentlessly advocating for her clients, she is also a strong proponent for mandating - financial literacy curriculum in high schools and colleges across America. Her 26 years of industry expertise as a Certified Exit Planner and a Certified Tax Coach prove instrumental in helping clients to devise tax strategies as well as navigate the sale of their businesses.

In this episode we discuss:

- The need to be your own financial advocate

- The importance and the challenges of move from a spender to a saver

- How you can apply some of the strategies used by affluent families utilizing

- How to handle the lack of collaboration between the professional advisors and the client which often resulted in missed opportunities.

You can reach Tammy at familyfinancial.biz

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