At Fiat, we believe in financial education for our families. With education, comes understanding, and with understanding comes clarity. With education, our goal is to build confidence in retirement as well as confidence with our families that we serve.
Creating the foundation of your income strategy start with better and intentional portfolios. Learn about:
1. What you own
2. Why you own it
3. How much is it costing you in fees
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What you need to know before you retire.
1. Financials
2. Legacy
3. Healthcare
4. Lifestyle
5. and more............
The impact of Tax in Retirement and how to navigate the ins and outs of planning
1. Basic education on taxes
2. Concepts to apply to your situation
3. Action items
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Fiat Wealth Management, LLC is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.