Know My Plan

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser

Financial Planner

WM Wealth Planning

I'm a planner that helps sales executives reduce stress around their finances and keep more of their hard earned money by not leaving the IRS a tip 😉

What's that magic number 🔮 for you to be financially independent?
You probably don't know.

So often people are "saving" but don't know what they are saving for or how much they need to be saving to make it happen.

Or perhaps you get this big commission check and then 3 days later... you have nothing to show for it.

Don't worry, it's completely normal.

📌 Why do people hire me? 
- They aren't sure if they are on track for their goals
- They don't want to just save for the future, they want a plan that allows them to live life today
- They realize they aren't an expert 
- They don't want to be overwhelmed or make a big mistake
- They want help making complex topics ➡️ simple

📌 Who do I work with?
- Sales professionals, small business owners, professionals with variable compensations
- Typically between 25-45 years old

Your financial life is a fortress 🏰 

But... 

There are barbarians coming to attack ⚔️
-Taxes
-Healthcare costs
-Behavior

A good financial plan creates a moat around your fortress to protect it 🛡️

The best plan is the one that you are taking action ➡️ so let's get to work!

Phone: 267-656-7363 | Email: will@knowmyplan.com | Website: www.knowmyplan.com

Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. 

Know My Plan is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

William Miller

Narland 

At Narland we are dedicated to sourcing fundamentally sound and profitable real estate opportunities. 

Opportunities include commercial and residential income properties development partnerships, third party asset and management contracts and joint ventures. 

 With over 35 years of operations, the company has established a solid reputation in the real estate industry and with its investor group, clients and partners.

 Our expertise includes all aspects of the real estate investment cycle including acquisition/disposition, financing, due diligence, leasing, asset and property management project/development management  and most in-depth market knowledge. 

Our investments are geographically focused on Western Canada  and the United States.

Narland actively pursues opportunities to acquire real estate which fulfill our primary investment objective:

“To strategically source quality real estate product with manageable risk, which produces stable cash flow, and the potential to measurably enhance value through implementation of a defined add value strategy in order to meet our investment return objectives.”

Narland participates in each real estate investment, along with its investors, which ensures our strategic decisions are motivated by objectives that are consistent with those of our investors. 

Comprehensive due diligence, strong market knowledge and attention to detail ensure that the risks associated with our investments are thoroughly understood, and meet our stringent risk profile parameters.  

Once acquired, Narland applies a proactive approach to leasing, construction and asset management which ensures our add value strategies are fully realized and both market value and investor returns, are maximized.

Implementation of these key investment values have consistently proven to improve the asset’s market position, cash flow and property values, allowing us to meet or exceed our projected return expectations.

Vice President, Acquisitions

Badco East

BadcoEast is a Real Estate Investment & Holding Company with investments in British Columbia, Alberta, and New York. We are continuously sourcing high quality Value Add opportunities both directly and with Partners.

Director

Richardson Wealth

At Richardson I managed a $700+ million discretionary investment portfolio across all asset classes for 200 clients. 

I advised high net worth families on investment solutions, structure, family planning, tax and financial strategies. 

Over 200 detailed financial plans were presented and solutions recommended were carefully implemented along side careful partnership with clients' other key partners such as lawyers, accountants, and tax advisors. 

A great deal of focus was placed on the next generation and educating young people about how to be good stewards of wealth, and many family meetings were held and moderated to improve family succession goals.

Portfolio Manager

Raymond James Ltd.

At Raymond James, one of the top rated investment institutions in Canada and the US, our capital markets team was among the top in the industry, generating high quality research and analysis for our clients.
 
Clients included multi billion dollar institutional clients such as hedge funds, pension funds, and life co's. 

Our main responsibility was generating and communicating short and long term investment opportunities to the sales & trading desk, and clients, issuing buy, hold, and sell recommendations on covered companies. 

My specific focus was Industrial capital markets in Canada which provided a clear read through into global economics given Canada's resource rich land and very large corporations in the oil, gas, transportation and machinery sectors.

Equity Research Associate

ACM Advisors

Fund Analyst

Macquarie Group

Administrative Assistant

Value Add Real Estate | Former $700,000,000 Portfolio Manager | DIY Investing course 👇

What I am not:


I am not a 22 year old FINfluencer
→ I'm all for young entrepreneurs, but taking financial advice from a 22 yr old is probably not the best idea


I am not a Life Insurance Salesman disguised as a Financial Advisor
→ NHL Player Jason Garrison was sold $30 MILLION of insurance policies and ended up drowning in them


I am not selling you get rich quick schemes
→ looking for get rich quick schemes? please unfollow


What I am:


35 years old
→ I'm not super old, but I have some grey hairs and life experience


CFA Charterholder
→ studied 1,000+ hours and passed all three on first go


Ex-Portfolio Manager
→ Fiduciary (LEGALLY held to act in client's best interest)


Ex-Sell Side Equity Research
→ analyzed and sold research on stocks


Director of Family Investment Co.
→ 3rd Generation, 11 cousins equal shareholders. 23% CAGR on our equity.


VP Acquisitions for Real Estate Investment Firm
→ Value add real estate - providing Limited Partners with passive real estate exposure.


Invested in all asset classes
→ large cap stocks, small cap stocks, commodities, fixed income, privates/alternatives


Invested in Bitcoin since it was $3,500
→ do your own research, but it is inevitable in my opinion.


An INSANE passion to help others invest
→ NOTHING gives me more satisfaction than helping a friend be a great investor


First time girl dad
→ best thing I've ever done in my life.



P.S. If you want to learn about how to get started investing, improve your habits, and become a great investor, you can take my self guided course:

THE SIMPLY INVESTING MASTERCLASS

In this 120-minute video course, you will learn everything you need to know to get started investing, improve your investing habits, and grow your wealth. You will transform from being unclear and scared about investing, to a capable and confident investor. 

→ GO HERE: www.edwardgudewill.com/invest

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The Battle

William Miller

Edward Gudewill

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