Ep. #179 - Financial Planner Chad Holmes Wants to Help You Maximize Your Family Legacy with Proven Strategies

My guest Chad Holmes is a certified financial planner as well as a CPA, certified private wealth advisor, and a chartered retirement planning specialist. With over a decade of experience in finance and accounting, Chad’s passion and expertise has developed into assisting families to maximize their family legacies and take advantage of many tax saving opportunities.  All this can be achieved by financial planning.  He is also the author of the book titled The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax.  It serves as a guide, empowering family members to be proactive in addressing inheritance issues and finding solutions.  It’s important for you to know that Chad has intentionally written his book to educate us in an entertaining and easy to understand way.  So, it’s not a boring tax book! Chad gives us hope that we can avoid the long-drawn-out process of probate, minimize taxes, and maximize inheritance.  That’s amazing news!

Book: The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax

Website: https://www.formulawealth.com/

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LinkedIn: https://www.linkedin.com/in/chadholmesformulawealth/