Joe Breslin, CFP® is a Partner at Armstrong ∙ Dixon. Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, business succession planning, and investment advisory services.
In this episode, Brian and Joe discuss:
- Why We Value Multi-generational Clientele
- Building Relationships Leads to Greater Success
- A Cushion of Cash: The Secret to Financial Confidence
- The Winning Mindset: How Losing Can Fuel Future Success
Talk With Brian Directly On How FourStar Can Help Grow Your Practice!
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FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.