Jeremy is a Senior Wealth Advisor and a Principal at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plans Specialist℠, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax- efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.
Jeremy is a Senior Wealth Advisor and a Principal at The Colony Group. His team provides a goal-focused and planning-driven approach to help clients align their lives with their wealth. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Plans Specialist℠, and an Accredited Investment Fiduciary® that spends his time counseling clients’ on tax- efficient diversification strategies, philanthropic planning, cash flow management, retirement planning, risk management and tax planning.
The Exit Plan: Avoid These Mistakes to Maximize Success
Exit planning is crucial. Here are the top myths about this misunderstood arena—and how to avoid falling into their traps.
