1599: The Entrepreneur's Guide to Financial Well-being with Wayne B Titus III Founder and Partner of AMDG Financial
The Source: Wayne B Titus III, CPA/PFS, AIFA founded AMDG Financial and AMDG Business Advisory Services in 2002 based on his 15 years\u2019 experience at two large accounting firms working with Fortune 50 clients. He dove into entrepreneurship to make a bigger impact on people's lives. As a fee-only fiduciary adviser, his loyalty is to his clients: he places their interests ahead of his own or his firm\u2019s. With assets of more than $150 million, AMDG Financial integrates tax, financial and investment strategies to help clients make financial and life transitions successful on purpose. The company's credo is, 'From financial wisdom, better stewardship.\u201d His latest book is The Entrepreneur\u2019s Guide to Financial Well-Being (Lioncrest Publishing, March 2019).
\u201centrepreneurs don\u2019t know what they don\u2019t know. And if you want to engage an adviser that\u2019s an interpretive adviser\u2026 I love the word solidarity\u2026 Solidarity is when you walk in solidarity with somebody you are walking with them through life\u2019s journey. And you want to find advisers that are walking through life\u2019s journey with you and that are willing to be there with you and to know intimately your business and how you are operating and how you want to operate, what your vision is and help you deliver that. So, I think it\u2019s important to find that adviser that\u2019s not giving advice from a silo, that they have a broad understanding\u2026 A broad and pretty deep understanding of how to integrate that tax, financial and investment strategy because again it\u2019s not what you earn in the market, it\u2019s what you keep after taxes that\u2019s important\u201d\u2026[Listen for More]
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