Inside Facet Wealth

On the latest show we’re joined by Brent Weiss, co-founder and Head of Planning at Facet Wealth, a financial service firm that believes in achieving your financial goals with a dedicated CFP® at an affordable price.

How many times have we all said “I can’t wait to retire?” But for many of us, when we really think about taking that next big step, all of a sudden we’ve got real legitimate questions, like how do I know when I’m ready? Or how will I pay for health coverage and when should I take Social Security?

The folks at Facet Wealth strive to provide the answers.

They start with an in-depth conversation about your goals for retirement. Once they have a clear and comprehensive view of the big picture, they'll work with you to set up the next steps to get you from working today, to retirement tomorrow.

When delivering their financial plans, the team at Facet aims to provide a clear vision and path for the retirement you’ve always imagined.

Whether it’s retirement planning, education planning, asset management, insurance or estate planning, Facet wants to show you what is possible with the next generation of financial life management.

Have a money question? Email me here.

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