ABOUT JOSE
ABOUT JOSE
ABOUT JOSE
President & Founder of LifeCraft Wealth Management
President & Founder of LifeCraft Wealth Management
President & Founder of LifeCraft Wealth Management
I am the President & Founder of LifeCraft Wealth Management, an Independent advisory firm. We help empty-nesters, (and those with boomerang kids!) enjoy the financial future they want - a comfortable, worry-free and inspired future built on their means, aspirations, and protected from the financial threats they'll face along the way. We do this by using "Wealth M.A.P.", a straightforward and collaborative process that simplifies and guides our clients' financial journey through easy-to-understand and comprehensive financial strategies.
• CERTIFIED FINANCIAL PLANNER™ Professional
• Certification in Long Term Care
• Series 7 - General Securities License
• Series 65 - Uniform Investment Advisor License
• Series 63 - Uniform Securities Agent License
• Series 6 - Investment Company & Variable Annuity License
• State Insurance License 215 - Life, Health and Variable Annuity
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Strategies,Investment Management, Tax Minimization Strategies,Asset Protection & Risk Management,Legacy Planning
LifeCraft, LLC D/B/A LifeCraft Wealth Management (“LifeCraft”) is a Registered Investment Adviser in the State of Florida. Advisory services are only offered to clients or prospective clients where LifeCraft and its representatives are properly licensed or exempt from licensure.
I am the President & Founder of LifeCraft Wealth Management, an Independent advisory firm. We help empty-nesters, (and those with boomerang kids!) enjoy the financial future they want - a comfortable, worry-free and inspired future built on their means, aspirations, and protected from the financial threats they'll face along the way. We do this by using "Wealth M.A.P.", a straightforward and collaborative process that simplifies and guides our clients' financial journey through easy-to-understand and comprehensive financial strategies.
• CERTIFIED FINANCIAL PLANNER™ Professional
• Certification in Long Term Care
• Series 7 - General Securities License
• Series 65 - Uniform Investment Advisor License
• Series 63 - Uniform Securities Agent License
• Series 6 - Investment Company & Variable Annuity License
• State Insurance License 215 - Life, Health and Variable Annuity
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Strategies,Investment Management, Tax Minimization Strategies,Asset Protection & Risk Management,Legacy Planning
LifeCraft, LLC D/B/A LifeCraft Wealth Management (“LifeCraft”) is a Registered Investment Adviser in the State of Florida. Advisory services are only offered to clients or prospective clients where LifeCraft and its representatives are properly licensed or exempt from licensure.
I am the President & Founder of LifeCraft Wealth Management, an Independent advisory firm. We help empty-nesters, (and those with boomerang kids!) enjoy the financial future they want - a comfortable, worry-free and inspired future built on their means, aspirations, and protected from the financial threats they'll face along the way. We do this by using "Wealth M.A.P.", a straightforward and collaborative process that simplifies and guides our clients' financial journey through easy-to-understand and comprehensive financial strategies.
• CERTIFIED FINANCIAL PLANNER™ Professional
• Certification in Long Term Care
• Series 7 - General Securities License
• Series 65 - Uniform Investment Advisor License
• Series 63 - Uniform Securities Agent License
• Series 6 - Investment Company & Variable Annuity License
• State Insurance License 215 - Life, Health and Variable Annuity
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Strategies,Investment Management, Tax Minimization Strategies,Asset Protection & Risk Management,Legacy Planning
LifeCraft, LLC D/B/A LifeCraft Wealth Management (“LifeCraft”) is a Registered Investment Adviser in the State of Florida. Advisory services are only offered to clients or prospective clients where LifeCraft and its representatives are properly licensed or exempt from licensure.
WHO WE SERVE
A financial services firm helping empty-nesters get their ducks in a row so they can enjoy the financial future they want.
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