094 - How Holistic Financial Planning Can Help You.
Meet Daniel Axelrod. As an Advisor, he strives to make a positive impact on the well-being of our society. He does this by providing clients with the necessary tools to navigate an increasingly complex financial environment and allow them to make well-informed decisions.
He works with a diverse group of wealthy individuals and families with unique and complex wealth, who are going through a transition in their personal and/or professional lives. A transition manifests itself in several ways: the receipt of an inheritance, a transition to post-divorce life, reaching the retirement milestone, or the sale of a closely held business.
I hope you enjoy this episode.
Links to learn more about Daniel: