Welcome to the Roadmap to Retirement podcast!

The goal of our podcast is to introduce you, the listeners, to various

financial planning topics and strategies that you can benefit from! Throughout the series, there will be local experts joining to share their knowledge, opinions, and tips surrounding different discussions from estate planning to tax planning and everything else we cover with our clients. We want to make sure you are introduced to the very best professionals! Thank you in advance for being here, we appreciate your support!

In this episode, you’ll meet Alex! Enjoy listening to his journey as a financial planner, what he does for fun and the reason behind starting this podcast!

What you’ll learn:

• Who Alex is
• Where his career started
• Six Point Financial Partner’s journey
• Outside the office life
• Creation of Roadmap to Retirement