Don't Miss Out on This Opportunity to Go From
Listener to Valued Client:
Create an even better retirement, With the Voice You Trust
Applications for 2023 are now closed. Join the waiting list to be the first in line for when applications open in 2024.
Ben Brandt here.
First off, I want to give a heartfelt thanks to every single one of you for allowing me into your life through the podcast. Sharing my financial knowledge with you has been one of the most rewarding experiences of my career.
Now, I’ve got some exciting news. If you've ever thought, "I wish I could get some personal time with Ben to discuss my retirement," well, now might be that golden opportunity.
I take on a very limited number of clients each year because I believe in giving each individual the attention and care they deserve. In fact, I only open my doors to new clients once a year.
As that time approaches, I've started this application process to meet and understand the financial goals of 20 individuals nearing their retirement age.
From these conversations, I'll be selecting only a few to work with in the coming year.
If you're looking to work alongside someone who genuinely wants to understand and help you meet your financial goals, someone you've spent countless hours listening to, then this might be the right fit for you.
But that's not all.
One major benefit of teaming up with me? Taxes. I know, they're never the most exciting topic, but stick with me here. When you join, you're not just getting financial advice; you’re also getting your taxes from planning, to prep, to filing. And this isn’t your typical CPA routine. We’re forward-thinking here, planning strategically so that your financial decisions today are optimized years into the future.
However, I need to be clear: this isn’t for everyone. We’re looking for individuals who are prepared to fully invest their assets and are looking for a holistic, forward-thinking approach to their financial health.
Who Is This Unique Opportunity For?
At the heart of this offer is a deep understanding and a genuine intent to help. But, to ensure the synergy and impact of our partnership, it's important we're aligned. So, let's get down to the essence of who will truly benefit from this unique opportunity.
The Forward Thinker: You've always been someone who plans ahead. You understand that the choices made today pave the way for a smoother tomorrow. It's not just about numbers; it's about vision. Together, we’ll shape that vision and ensure your financial foundation is robust and future-proof.
The Listener-Turned-Action-Taker: You've been with me on this podcast journey. You’ve soaked in the knowledge, felt the passion in my voice, and now you're eager to take those lessons and turn them into tangible results.
The Almost-Retiree: You're approaching that golden phase of life where work takes a back seat and you begin to reap the rewards of years of dedication. This is for you who are on the cusp of retirement, eager to ensure that this next chapter is as rewarding, if not more, than the ones before.
The Trust-Builder: You understand the value of trust in any relationship, especially one tied to your financial well-being. You’re ready to put your assets, and more importantly, your financial dreams, in the hands of someone you've grown to know and trust.
The Comprehensive Planner: You seek more than just investment advice. You value the one-stop solution, understanding that how we handle taxes today can significantly shape our financial freedom tomorrow.
Let's Recap! Here's the Awesome
Wealth-Building Perks You'll Get
Direct Access to Ben Brandt
Gain unparalleled personal attention and guidance. It's like having your own financial guardian angel who knows the ins and outs of how to grow wealth and keep it.
Comprehensive Financial Planning
Beyond just investment tips, benefit from a comprehensive plan tailored for your pre-retirement journey. It's about creating a solid, future-proof financial strategy.
Forward-Thinking Tax Solutions
Why settle for typical when you can have strategic? With our unique approach, we ensure your taxes aren't just filed, but optimized for your benefit.
Limited Spots for Enhanced Focus
With only 20 spots open, rest assured that you'll get the time, attention, and dedication you truly deserve. You're not just a client; you're a priority.
Application & One-On-One Call with Ben
It's not just about signing up. It's about ensuring we’re the right fit. Start with a deep-dive application followed by a personal call to align our visions.
Exclusive Access to Resources
Benefit from curated resources, tools, and insights reserved exclusively for our select clients. It's your inside track to the latest in finance.
Here’s the next step
Fill out the form linked below. This isn't a commitment but rather a way to see if we're the right fit for each other. If it looks promising, we’ll get on a call together, one-on-one.
Let’s embark on this journey together. If you’ve resonated with my podcast, imagine what we can achieve when we team up personally.
Looking forward to potentially working closely with many of you.
Warm regards,