Boris Castillo, Cfa, Cfp®
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bo************@amenitywealth.com
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Amenity Wealth
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timestampCreated46105.881066064816
timestampUpdated46105.88311328704
organizationf04e1a35-9a71-452e-b918-5472ad4bb5da
contact[email protected]
verificationStatusVerified
emailOpenCount0
emailReplyCount0
emailClickCount0
listId074abb87-7feb-40f5-a7d5-a7e2e240f9a7
companyDomainamenitywealth.com
espCode999
supersearchEnrichmentStatus1
summaryYour business is thrivingâbut where is all your money going?
It takes a lot of focus and multitasking to make your business grow. This makes it easy to neglect the steps needed to make sure the personal finance pieces fall into place.
Whether itâs boiling an egg or building a nest egg, success requires that you take particular steps to meet your objective.
Running a successful business is one thing - making sure your own financial future is secure requires a different approach.
If youâre like most business owners, you may be wondering:
-Am I making the most of my tax savings? What am I overlooking?
-Is retirement even possible? If so, how can I make it everything I hope it to be?
-How can I protect the wealth Iâve worked so hard to build?
Thatâs where I come in.
I help business owners like you turn business success into personal financial freedom. Together, weâll build a simple blueprint for your current and future needs, so you can focus on growing your business with confidence.
Hereâs how I can help:
-Better Tax Savings â Iâll help you find smart ways to save on taxes, so more of your earnings stay with you. Tax savings are the only way to generate more return without having to increase your risk.
-Retirement Planning â Retire on your terms with the help of a network of financial planners here to serve your individual needs.
-Wealth Protection â Preserving what youâve earned against inflation, changes in tax legislation, and savings inefficiencies.
-Financial Freedom Today â With a solid plan, youâll be able to enjoy your success now and in the years to come.
Itâs not just about the money â itâs about the dream. The money's just the means.
Securities offered through Osaic Wealth, Inc. (OWI) member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. OWI is separately owned and other entities and/or marketing names, products or services referenced here are independent of OWI. Insurance is offered independent of OWI. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, FL, MA, MS, NV, NY, PA, PR, TN, WA. No offers may be made or accepted from any resident outside the specific states referenced.
headlineFinancial Coach Guiding Business Owners and Managers to Confident Decisions in Tax Efficiency, Retirement Planning, and Wealth Security via our Foresee (4C) Process
industryFinancial Services
jobtitleFounder/Wealth Manager
linkedinlinkedin.com/in/boriscastillo
locationLong Beach, California, United States
departmentOther
subindustryBanking
companydomainamenitywealth.com
companywebsitehttp://www.amenitywealth.com
connectioncount1900
companyheadcount0 - 25
companydescriptionSecurities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF. Insurance is offered independent of SPF. This communication is strictly intended for individuals residing in the state(s)of AZ, CA, FL, MS, NV, NY, PA, TN, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced.
emailProviderOther
emailSecurityGatewayProviderNot Found
leadStatusNot yet contacted
interestStatusLead
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