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Wealth Planning for Real Estate Investors with Jose Segura
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In the hundred-and-twelfth episode of Collecting Real Estate, we interviewed Jose Segura of Wealth Advisory Group.
Jose Segura is a Businesses and Wealth Management Advisor at Wealth Advisor Group, LLC and a Financial Advisor with Park Avenue Securities, LLC. For over 19 years, he has carried a passion for helping his clients realize their financial potential, by using progressive ideas and uncommon financial wisdom.
Jose provides his clients the framework to grow, protect and enjoy their wealth for multiple generations. He believes, it's not how much money you make, but how much money you save, how hard it works for you, and how many generations you keep it for.
Jose translates his client’s priorities into a lifelong financial strategy that gives them more confidence to achieve their goals. With their objectives as his guide, he develops an integrated financial plan that addresses every stage of life, while minimizing risk and tax exposure.
Jose works with a team of planning professionals, money managers, estate planning attorneys and tax advisors to co-create detailed estate and legacy plans and customized investment portfolios.
(518) 867-3210 /518-867-3209
jose_segura@wagllc.com
Joseosegura.com
136 episodes
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