Notes

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Admin1

I would like to connect and share some resources with you that could be helpful.

Nathan Medina
Certified Financial Planner™, Wealth Manager, CRPC, EA
aftertaxwealth.com
Video: https://bit.ly/after-tax-wealth-managment


Lawrence Gillum, fixed income strategist at LPL Financial, discusses why munis are the place to be in order to weather the economic storm.
https://youtu.be/peLFVUG5s6s

#unitedtechnologiescorp #ucsd #radys #sdge #att #generalatomics #pension #rollover #401k


Hi {first_name},

We are a unique wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.

Nathan Medina
Certified Financial Planner™, Wealth Manager, CRPC, EA
aftertaxwealth.com




https://sendspark.com/share/rrxari6vry0fy6lh

Hi Tou,

Do you have a pension plan with a cash-out option and are thinking about retiring this year, next year or potentially in 2024? Learn the impact higher interest rates and taxes will have on your pension or rollover before you make this important life decision. Simply call or shoot us an email at [email protected]

Nathan Medina
Certified Financial Planner™, Wealth Manager, CRPC, EA
aftertaxwealth.com

https://clipchamp.com/watch/neTDtVyH22O

Hi Michael,



Do you have a pension plan with a cash-out option and are thinking about retiring this year, next year or potentially in 2024? Learn the impact higher interest rates and taxes will have on your pension or rollover before you make this important life decision.

Nathan Medina
Certified Financial Planner™, Wealth Manager, CRPC, EA
aftertaxwealth.com

A must-have update

Hi

Check out my super quick video which talks about the impact rising interest rates and taxes will have on pensions and rollovers.

Regards,
Nathan Medina
Certified Financial Planner™, Wealth Manager, CRPC, EA
aftertaxwealth.com
Quick Video ==> https://bit.ly/after-tax-wealth-managment
Thank you for considering my invitation to connect.

Regards,

Nathan H. Medina, CRPC, EA
Certified Financial Planner™, CRPC, EA
Wealth Manager
After-Tax Wealth Management
(619) 365-4596

Quick Video ==> https://bit.ly/after-tax-wealth-managment

Thank you for accepting my invitation.

I am here to make meaningful connections because I deeply believe in networking. I would like to know more about you and your business.

If you have any questions for me, please don’t hesitate to reach out. I am available for a call or coffee here in San Diego.

We are a unique San Diego-based wealth management firm that specializes in working with wealthy families who are acutely concerned with the intergenerational preservation and transfer of wealth.

What makes us unique is we deeply understand, in real time, the tax implications of the wealth management decisions our clients make. The Generalist Wealth Management firm such as the typical financial advisor simply does not have the specialization required to know about (let alone optimize) the synergies that exist when there is a full and complete understanding of both investments and taxes.

As a tax advisor we provide free tax preparation to our wealth management clients.

Thanks again and I look forward hearing from you.

Nathan H. Medina, CRPC, EA
Certified Financial Planner™
Tax Advisor
After-Tax Wealth Management
(619) 365-4596
Quick Video ==> https://bit.ly/after-tax-wealth-managment