Nestor Vargas, CFP®🟢

Financial Advisor

MyGymProfits

We help gym owners make their gyms profitable.

Founder

AlignPoint Wealth

AlignPoint Wealth is a personal financial planning firm focused on helping business owners unlock and protect the value of their lifelong work- their business.

Certified Financial Planner

Fidelity Investments

Regions Bank

Finance Specialist

Protect and maximize your business value | I will show you how | Financial Planner for established entrepreneurs.

There are 3 things I see small business owners struggling with the most:

Lack of systems
Lack of cash flow
Lack of a financial plan

For over 14 years, I’ve been guiding business owners and their families to create long-term financial security.

Watching my Mom go through pain and heartache is why I chose this path.

Her commercial cleaning business did not sell. 

• She worked her tail off forever 
• She never took a real vacation for 10 years 
• Her business was profitable but wasn’t transferable

She never built for an exit or retirement.

But she’s not alone.

The recurring themes I’ve seen during my 14 years of experience:

• Most business owners aren’t prepared to sell
• Most business owners aren’t prepared to retire

And 80% of businesses won’t sell.

Plus, 99% of financial advisors give advice that helps people work 9-5.

Not business owners. A travesty.

This is where I enter the game and become your Financial Quarterback.

Someone who is a business owner and financial advisor.

I want to help you avoid the pain, heartache, and sleepless nights business owners like my Mom have suffered through.

So if you’re an established business owner who wants to:

1 - Unlock the value of your business and life’s work
2 - Get serious about selling your business
3 - Set your business up to retire early

Click the link in my featured section to see if we can build a financial game plan for you

Green Mountain Panning is a personal financial planning firm focused on helping high-achieving corporate employees organize their money lives so they can start their entrepreneurial journeys.

Our founder successfully left corporate work 6 years ago so he understands all that is at risk.

Nestor Vargas, CFP®, CEPA

Archer Investment Management

Partner, Senior Financial Planner

Financial Planner

Principal Financial Group

Director of Sales - Retirement

Sage Rutty & Co., Inc

Retirement Plans Manager

Money is about more than math, it’s emotional. 

If all your financial questions could be solved within the rows of a spreadsheet, my expertise as a financial planner wouldn’t exist. 

But fair warning… 

I do financial planning differently. 😉

I believe you can… 

Make responsible financial decisions for tomorrow, without ignoring what your soul needs today. Save and invest wisely, while simultaneously planning for a trip abroad. Practice mindful spending and map out a responsible plan to purchase your lifelong dream car or home.

Yes, I’ll make sure your retirement accounts are stacked. I’ll burn the midnight oil to diligently lower your taxes. Together, we’ll protect your family and finances no matter what the future (or market) holds. 

But I’ll also challenge you to dream. 

To use your hard-earned money in creative and courageous ways that will make your future self proud. If life gets turbulent, I’ll help you identify ways to buy back your time so you can take better care of yourself until the dust settles.

All of a sudden, money sounds a lot more enjoyable, doesn’t it?  

Are you ready to let go of the stress around your finances? Do you want to navigate important financial decisions with thoughtfulness, intentionality, and personal integrity? 

Great! 

Because that’s what I do. 💁‍♀️

I’m obsessed with helping high-achieving professionals live fully now while planning responsibly for the future. 

Here’s what I want you to do next… 👇🏻

Shoot me a quick DM with an answer to this question: 

“If tomorrow you had unlimited funds in your bank account, what is one of the first items you would love to check off your bucket list?” 

I look forward to hearing your answer. 

Here’s to bringing the heart, soul, and excitement back to your finances. ❤️

- Emily 

Find Me Online
💻  Website: https://archerim.com 
📞  Schedule a call: https://archerim.com/book-a-meeting

Emily Casey Rassam CFP®, CDAA, CRPS®, NSSA

taplio

The Battle

Nestor Vargas, CFP®, CEPA

Emily Casey Rassam CFP®, CDAA, CRPS®, NSSA

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?