Financial Viability while Achieving Future Wealth Goals with Michael Frost

🎁 Gift for All Podcast Listeners Below 👇| Michael is one of the co-founding Partners of Heritage Family Offices, LLP. Michael is known as a thought leader in the professional services industry based on his 10 years of experience owning and operating a multidisciplinary firm. Prior to starting HFO, he spent his career as a wealth manager and investment advisor for a few of the most prestigious financial institutions. After years spent in the institutional space, Michael recognized the value of having tax, law, wealth management, and insurance services all under one roof.    As a result, he opened a Registered Investment Advisory Firm, a CPA firm, and Insurance company. He also aligned himself with the sophisticated planners at Nelson Law Firm, now known as HFO Law Group. With an emphasis on professional collaboration, Michael brings an entrepreneurial spirit to the team along with his experience in independent non-bias investment management, financial planning, private banking, insurance plan design, and specialty financing needs to the Heritage family.  Michael currently works with the firm’s highest net worth clientele and consults for the firm’s CPA partners.   LinkedIn: https://www.linkedin.com/in/michael-frost-229138184/  Website: https://heritagefo.com/team/michael-frost  __________   Learn More @ www.christiandevans.com   __________   CONNECT WITH ME:   TikTok: https://vm.tiktok.com/ZTdujUXWv/  YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos  LinkedIn:  https://www.linkedin.com/in/evansandfamily/  Instagram: https://www.instagram.com/christian_d_evans/?hl=en  Journey with Christian Podcast:  https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349   🎁 REDEEM GIFT 🎁   Create and Launch a Successful eLearning Program, Online Course, New Client or Employee Onboarding or Virtual Training -- where you will learn the biggest mistake most people make with eLearning, the #1 reason most eLearning programs fail, the 3 Pillars to create extraordinary value for your learners every time, how to streamline your client & new hire onboarding and much more!    Learn More @ https://www.e-learningpartners.com/a/2147499455/Tcz8PaGz   🎁 REDEEM GIFT 🎁 Free 7-day Trial of BizableTV (Top Rated Business Content From High Level Entrepreneurs)  Learn More @ https://bizabletv.com/pages/bizabletv-christian-d-evans