Adam Torres and Barry Spencer discuss Wealth With No Regrets®
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Barry Spencer and Scott Noble are the creators of The Wealth With No Regrets® Planning process that shows financially successful professionals, executives, business owners, and independent women how to live more confidently by having a custom tailored financial plan, income plan, tax plan, legacy plan and legal plan. In this episode, Adam Torres and Barry Spencer, CEO and Co-Creator of Wealth with No Regrets®, explore the Wealth with No Regrets® process.
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Our Wealth With No Regrets® planning process guides people step-by-step through the decision-making process about their retirement preparations and retirement. We are guided by our process and the desires and concerns of each client.
Once a custom-tailored designed plan is in place, we use the best that the financial industry has to offer for income generation, investing, tax minimization, and the like. We are licensed to provide advice and source financial solutions related to investments, wealth management, life insurance, annuities, long-term care, Medicare, tax minimization, and more.
Providing an independent perspective that is integrated and personalized is essential to our service and it is not product-driven, or one-size-fits-all solution-oriented.