You're currently CRUSHING it in your business

...but the though of finances and taxes gives you hives?

Typically, when you hire a financial advisor to help you manage your money, you give them your money, they put it into some bank and ask for your signature, and then they leave.

Which is where the problem starts.

Sure, you now have your money “working for you” but you’re still COMPLETELY in the dark about what any of it means. So, you just have to sit and wait for your tax bill to land on the doormat, not knowing what the end figure will be and never actually knowing if you’re paying more than you need to be.

And even if you do reach out to your financial advisor to try to learn more about how it all works? You’ll probably just get a whole bunch of industry jargon thrown back at you or you’ll be ghosted, waiting on a reply to a simple question for weeks on end.

"Ready to Ready to build wealth, protect your legacy AND save millions of dollars on your taxes?​

Silvia Manent, CFA, CFP®


We will cover all of the following topics


Cash Flow & Budgeting

  • Income Sources
  • Expenses & Budgeting
  • Debt Management
  • One-Time Expenses
  • Planned Large Expenses
  • Emergency Funding
  • Dollar Cost Averaging
  • Mortgage Review
  • Lines of Credit

Investment Planning

  • Review of Portfolio
  • Asset Allocation
  • Time Horizon
  • Withdrawal Strategies
  • Investment Policy Statement
  • Stock Concentration
  • Review Investments Held Outside of The Firm

Income Tax Planning

  • Review of Cost-Basis
  • Review Realized Gains
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Deductions & Credits
  • Potential Roth Conversion
  • Health Savings & Flexible Spending Accounts

Retirement Planning

  • Retirement Goal Setting
  • Social Security & Medicare
  • Business Planning
  • IRA Contributions & Conversions
  • Employer-Sponsored Plans & 401(k)’s
  • Annuities & Pensions
  • RMD’s and Withdrawal Strategies
  • Self-Employed Retirement Plans

Risk Management & Insurance Planning

  • Review of Existing Policies
  • Life Insurance Needs
  • Long-Term Care Insurance
  • Disability Insurance
  • Health Insurance
  • Homeowner’s or Renter’s Insurance
  • Liability Coverage

Legacy Planning & Charitable Giving

  • Wills
  • Power of Attorney
  • Living Will
  • Health Care Proxy
  • Trusts
  • Irrevocable Life Insurance Trusts
  • Estate Taxes
  • Guardians for Minor Children
  • Charitable Giving & Trusts

Business Planning

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Assistance to Loved Ones

  • Gifting
  • Education Planning
  • Caring for Elderly
  • Roth IRA’s for Children

Main Services


Financial Strategy & Investment Management

My main flagship offer


Financial Planning

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Millionaire Investing Secrets Course

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Workshops & Seminars

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What Clients Are Saying

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Julia Michele

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Robert Green

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Oliver Goodman