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Client Profile – Alysha

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Alysha, age 35, is married with two children and has recently gone through a career transition.  While she understands that her financial situation has changed, she acknowledges the fact that there are many different aspects of her financial life that she could focus on, but she doesn’t know where to start.  She has tried to work with other advisors in the past, but most of these advisors required her to have investment assets to manage before gaining access to advice.  

However, she understands the importance of planning early when it comes to retirement and taking into consideration the many decisions that will have to be made prior to that time.  Saving for college? Cashflow concerns? What about early retirement?  

With Resolute MINDSET™, Alysha was able to answer these questions, and many others that she had not even considered.  Throughout our consultative process, we were able to meet with Alysha to learn more about her goals, objectives, and even some of the challenges that she feels she will face on her path towards financial success.  

As a result, Alysha was able to work with our advisors to build a financial plan that provides oversight and recommendations that go further than just her investment portfolio.  Throughout our process, we were able to identify areas where she could focus on improving throughout her overall financial situation.  This included establishing College Savings plans for both children, identifying her annual savings goal, and discussing the potential of an early retirement.  

While retirement is many years away for Alysha, with Resolute MINDSET she was able to gain access to an advisor who could help her create a plan to not only discuss her path to retirement, but to also guide her on the key steps needed to keep her on track to achieve her goals along the way. 

With Resolute MINDSET, we don’t focus on investment assets, nor do we have a minimum amount of assets that you must have to work with us through this MINDSET process.  We believe in providing you with an in-depth and customized financial plan that helps you take care of today’s challenges so that you can develop your MINDSET towards a successful, exciting, and rewarding life, regardless of your age or how much money you have. 

The client case studies, statements, and opinions presented on our website are applicable to the individuals depicted.  The above case study was given by a current client, and the individual mentioned was not compensated with cash, or non-cash compensation, nor were these individuals provided with free services or any other benefits in exchange for said statements.  The case studies, statements, and opinions are representative of actual client experiences and may not be representative of the experience of others as exact experience will be unique and individual to each client.  There are no material conflicts of interest on the part of the individual(s) giving their story and resulting from the person’s relationship with Resolute Wealth Advisors, therefore has no incentive to recommend the adviser. Performance will vary, and past performance is in no way an indicator of future success.

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Resolute Wealth Advisor, Inc.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Resolute Wealth Advisor, Inc.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Resolute Wealth Advisor, Inc., or form any other investment professional. Resolute Wealth Advisor, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Resolute Wealth Advisor, Inc.’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Resolute Wealth Advisor, Inc., or from any other investment professional

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