Are you a professional or small business owner feeling overwhelmed by your finances?

In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Alvin Carlos, CFP®, CFA, Managing Partner of District Capital, a fee-only financial planning firm. They discuss the importance of a holistic approach to financial planning, focusing on tax efficiency, retirement planning, and debt management.

Key Takeaways:

→ Financial planning is not just about investments; it's about aligning your money with your values and goals.

 → Tax planning is crucial for maximizing wealth and should be integrated with your overall financial plan.

 → Retirement planning requires a long-term perspective and a disciplined approach to saving and investing.

 → Managing debt effectively is essential for financial freedom, and there are strategies to minimize its impact.

 → Working with a fee-only fiduciary advisor ensures you receive unbiased advice in your best interest.

More from Alvin Carlos:

Alvin Carlos, CFP®, CFA, is the Managing Partner of District Capital, a fee-only financial planning firm based in Washington, D.C. His firm specializes in helping professionals and small business owners maximize their money through comprehensive financial planning and investment management. With a focus on reducing taxes, retirement planning, and debt management, Alvin's team provides clear, actionable advice. As a fiduciary, Alvin's approach is entirely client-focused, offering unbiased financial guidance without commissions.

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