Ep #312: Serving Retirees & Pre-Retirees Your Own Way: A Conversation with Vinicius Hiratuka
We\u2019re excited to welcome Vinicius \u201cV\u201d Hiratuka, founder of Elevated Retirement Financial Services, on the show today. V serves just over 50 client households on an AUM basis, folding his financial planning and investment management into a single comprehensive fee. Despite being relatively young, V serves almost exclusively pre-retirees\u2014and loves doing it. He talks about the oh-so-familiar feeling of wanting to do things differently and why breaking out on his own was so important to him. He reminds listeners to pay themselves first, from his own experience to not to be in a rush to venture out on your own. He talks about why his previous experience was integral in his decision to focus on this niche, how he\u2019s been able to leverage his youth as a value to his clients, and why he continues to work for a different business owner on the side. V\u2019s simplicity to his approach, along with his dedicated focus on the things that matter, is truly inspiring.\xa0
If you\u2019re interested in the pre-retirement and retirement space but want to do it your way, then this episode will be for you.
You can find show notes and more information by clicking here:\xa0https://www.xyplanningnetwork.com/312\xa0\xa0\xa0