Gerstel Wealth Management Group
There are a number of "pieces" in your "financial puzzle" that need to be optimized to unlock your financial potential.
However, with many areas to cover, it can be easy to miss out on opportunities for growth and savings.
Because these missed opportunities don't show up on your statement as a cost, it's important to proactively identify areas to enhance your return - or keep more of the return you earn. Some key examples include optimizing your estate, taking advantage of registered accounts, implementing strategies to reduce tax liability, improving cash flow efficiency, and minimizing the impact of emotional decision-making.