Why You Need an Independent Financial Advisor with Tammy Trenta

As founder and CEO of Family Financial, Tammy empowers families
and business owners to keep more of what they earn, preserving
and growing their wealth. She takes a holistic, 360°approach to
wealth and financial management, integrating financial, tax, and
legal guidance to deliver optimal outcomes and achieve her
clients’ financial goals while often saving them time and money.
 


Tammy has held positions such as Director of Planning where she
advised their most affluent clients on complex retirement,
business, tax and estate solutions. Other notable career
positions she held were Trust and Estate Advisor in Wells Fargo
Private Client Services in Beverly Hills, Financial Planning
Specialist with Merrill Lynch, and Investment Advisor at Charles
Schwab.  


In addition to relentlessly advocating for her clients, she is
also a strong proponent for mandating - financial literacy
curriculum in high schools and colleges across America.  Her
26 years of industry expertise as a Certified Exit Planner and a
Certified Tax Coach prove instrumental in helping clients to
devise tax strategies as well as navigate the sale of their
businesses.  


In this episode we discuss: 


- The need to be your own financial advocate 


- The importance and the challenges of move from a spender to a
saver 


- How you can apply some of the strategies used by affluent
families utilizing 


- How to handle the lack of collaboration between the
professional advisors and the client which often resulted in
missed opportunities.


You can reach Tammy at familyfinancial.biz