Book a no cost introductory meeting here: https://calendly.com/nathanservetwea...


Can I retire early is a question I often get. In this example, I share with you what a conversation looks like. Some details have been changed to keep anonymity but the conversations are very much in line with many that I have.

If this feels like you, feel free to send me an email at [email protected] for a complimentary introduction meeting.

This information is being provided as high level education and entertainment and not to be confused with personal financial advice.

0:00 Introduction to Client
01:22 Financial Priorities
02:12 Net Worth Overview
03:22 Living Expenses
05:21 Cash Flow Report
06:30 Expenses Over the Years
09:20 What If Decision Making Scenarios
13:00 Monte Carlo Simulations
16:13 Decision

You can reach me at:
Nathan Lee, CFP®
https://servetwealth.com
Wealth Management Advisor
Behavioral Financial Advisor™

Servet Wealth Management
[email protected]
Phone: 6464735800
Fax: 6468299233
127 West 30th St, Fl 9, New York, NY, 10001


Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.