Opening Worlds of Opportunity Through Empowered Financial Planning with Eunicia Peret
“People should have fun with money and with life.” – Eunicia Peret
About Eunicia Peret:
Eunicia Peret is the CEO and Founder of the Empowered Financial Panner.
Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries.
Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.
Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage.
Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.
In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.
In today’s episode:
- How having a tax strategy vs. tax filing mindset can set you up for success.
- Journey to consulting and wealth strategy.
- The importance of having a strong exit strategy for your business.
- How strategy can save you thousands of dollars.
- How to have the right mindset for financial success.
Free Resource: 5 Biggest Financial Pitfalls Leading to Individuals Outliving their Savings:
https://www.empoweredfinancialplanner.com/pitfalls
Connect with Kim Lebbing:
- https://www.kimberlylebbing.com/
- https://www.facebook.com/kimberlylebbing/
- https://www.linkedin.com/in/kimberlylebbing/
- https://www.youtube.com/channel/UCh8ajzKuNrH7hI0d_nwtVnQ
Connect with Eunicia Peret:
- https://www.facebook.com/empoweredfinancialplanner
- https://www.linkedin.com/company/empowered-financial-planner/
- https://www.instagram.com/euniciaperet/
- https://www.youtube.com/channel/UCzSkmxARMNMrjnz6FwlbMXA
- https://twitter.com/euniciaperet
Audio and show notes by Premier Podcast Promotions