Info Personal
Nombre | Miguel |
Apellido | Delgado, CFP |
Username | miguel-delgado |
Info de Negocio
Nombre de Negocio | Legacy Wealth Management |
Website | |
Phone | |
Region | Idaho |
¿A qué te dedicas? | As a Financial Planner and Wealth Manager, my work centers around the notion of slowing things down. With escalating company growth comes an increase in roles, responsibilities and higher wages, but at what expense?Whether it’s with successful business owners or individuals with highly-esteemed positions, I’ve learned that there are those questioning if the incessant pace is worth the struggle. My clients prefer a different approach; they aspire to transition from their anxiety-inducing roles, opting for more delightful ones. Even if it means accepting a wage drop, it pales in comparison to the opportunity to enjoy life to the fullest with their loved ones. This is where I come in.I help people plan out these important transitions so they can thrive. My team and I plan and coordinate all financial planning and wealth management in conjunction with our clients’ tax and legal advisors. The age-old adage is true: Work hard, play harder. My personalized approach and dedication to providing top-notch services to clients define my scope of availability. If you identify with the principles that guide my work, bringing you comfort and confidence, you can get in touch right here on LinkedIn or see my scheduling link below.Please know that my limited availability is only a reflection of my commitment to serving my beloved clients, rather than a reflection of your worth or financial status.When not in the office, I enjoy savoring the outdoors with my wife and two kids, preparing meals with delicacy and care, staying active, indulging in the best shows streaming has to offer, and playing my classical guitar.📆Schedule a Chat 👉🏽 https://go.oncehub.com/MiguelDelgado |