Business
After seeing investment plans and tax strategies not in line, it is Nate’s mission to bridge that gap. Nate works with prospective retirees who were great at earning money, but don’t have the time or expertise to create a retirement paycheck that lasts a lifetime. Nate and his team do not sell products, manage investments, or prepare tax returns. They are in a unique position to bring these worlds together and be a true financial advocate. As a tax advisor who understands investments, he can work investors and their investment manager to keep more of what they earned. www.jbcwealthadvisors.com