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WELCOME TO LAB

A Worry-Free & Hassle-Free Wealth & Business Management Firm Catering to the Entertainment & Sports Industry, Executives, Entrepreneurs including Self-Employed Professionals, and Educators in the US and Latin America

Over 3 decades of working with clients has given us the wisdom to know that the best advice doesn’t change anyone’s life. According to most industry surveys, only 11% of people ever implement the advice of their advisors, and if they do, most of the time it’s done with the sale of a product that rarely benefits the client. We believe that Financial Doing is as much or more important than Financial Planning.

LAB prides itself in providing its clients objective and transparent financial advice. Our clients seek financial guidance and support to help them build their careers or businesses without having to constantly look over their shoulders and worry if their financial team is doing what is best for them and their family. We are a Fee-Only Wealth and Business Management Firm. We don’t receive a penny in commissions or referral fees.

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