Ep 123: Proactive Financial Planning for a Secure Future

“The information I am providing is my opinion and not necessarily that of my firm or this platform. I am only providing general educational information and not any customized investment recommendations. You should consult with your Financial Advisor, Tax Advisor or Attorney on your specific situation. Nothing shall be construed as Financial, Tax or legal advice or recommendations” In this podcast episode, Kris Flammang talks with guest Sylwia Nazar. Sylwia is a partner of the firm Friedman and Huey, where she brings a wealth of experience and expertise in financial management. With a passion for making an impact in the women and finance space, Sylwia aims to educate and empower women to take control of their finances. She actively builds a network of professionals who can provide services to women in need, and she is particularly interested in addressing the cultural differences in financial involvement between countries. Sylwia's leadership initiative involves mentoring at her firm, and she has a strong background in working with high net worth individuals and client services. She thrives on collaboration and teamwork, finding satisfaction in achieving clients' financial goals through proactive planning and collaboration. On this podcast episode, learn how proactive planning involves assessing financial situations, maximizing tax benefits, and avoiding future problems. Discover the power of collaboration with professionals, especially in high net worth cases, to provide comprehensive solutions. Explore the challenges in financial management, including tax compliance. Nazar's personal journey highlights the role of advisors in empowering clients. Join Kris Flammang and Sylwia Nazar to learn how proactive planning and collaboration empowers individuals to secure their financial future. Here is what to expect on this week’s show: • Proactive financial planning • Complexity-driven collaboration for financial goals • Tax return review and future planning guidance • Concierge financial management services • Transformative growth through overcoming shyness and imposter syndrome Connect with Sylwia Nazar: https://fhassoc.com/sylwia-nazar Learn more about your ad choices. Visit megaphone.fm/adchoices