On Creating a Strong Foundation for your Financial Health with Mark WIllis
Capital Gains Tax Solutions Podcast · Brett Swarts
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Show Notes
He's a strategic alliance and he's a certified financial planner, a three-time number one best-selling author, and the owner of Lake growth financial services, a financial firm in Chicago, Illinois. Over the years he has helped hundreds of his clients take back control of their financial future and build their business with proven tax-efficient financial solutions.
He specializes in building custom-tailored financial strategies that are unknown to the typical stock jock stock jockeys attorneys or other financial gurus. He's also the host of Not Your Average Financial Podcast.
In our conversation, we discussed:
- How to design, transfer, and start a new policy
- Bank on Yourself Strategy
- Start new policy inside DST
Connect with Mark Willis:
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