In this episode, Jason Clevlen introduces Lake Hills Wealth Management, a firm he and Jack Marino Jr. founded in 2017. Jason reveals the aspects of a fee-only Financial Advisor. He also disuses the benefits of hiring a financial advisor, what areas that professional can help with and how to go about hiring one. Be sure to stay tuned to the end where Jason reveals some personal attributes, recommendation and how listens can contact him with questions. Show Quote “If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us.” -Jim Rohn Resources Lake Hills Wealth Management – Improve your business and amass wealth so you can achieve financial freedom with the help of experienced certified financial planners. Profits to Wealth Mastermind – Collectively overcome challenges in your business with like-minded peers. The Happiness Advantage (book) – A book about positive psychology that comes highly recommended by Jason Clevlen. Key Takeaways 1) The two main services provided by Lake Hills Wealth Management are Financial Planning and Investment Management. 2) The benefit of working with a financial advisor is that they have the knowledge and tools to make sure clients are making savvy financial decisions to achieve their financial goals. 3) When interviewing advisors, ask how they are compensated and choose a CFP with reasonable experience. Show Notes https://www.profitstowealth.com/01-the-benefits-…th-jason-clevlen/

01: The Benefits of Hiring a Fee-Only Financial Advisor with Jason Clevlen

Jonah Kaufman, a serial entrepreneur, shares how he and his wife, Dr. Katie Kaufman&nbsp;strategically&nbsp;went from employees&nbsp;to entrepreneurs despite the risks and fears that cripple most.&nbsp;They currently own two successful optometry practices in Austin (Westlake Eyecare)&nbsp;as well as a top-producing new ServPro franchise in San Antonio, TX.&nbsp; Be sure to listen to the end where Jonah offers listeners an opportunity to connect with him directly.&nbsp; Show Quote “By failing to prepare, you are preparing to fail.” -Benjamin Franklin Resource westlakeeyecare.com – See a highly skilled eye doctor in Austin, TX and choose from exclusive designer frames in the optical boutique. Key Takeaways 1) Once you decide to move forward, don’t look back. 2) Don’t jump into entrepreneurship without a plan. Take your time and seek the help you need to create a roadmap. 3) Put a dollar value on your time and do it early. This will help you and your team focus on revenue-producing tasks. Show Notes

02: How to Successfully Start a Business and Push Past Uncertainty with Jonah Kaufman

In this episode, Damon discusses his entrepreneurial journey, how he currently serves the business community and his mission in life. Damon talks about how he began his journey as an employee right out of college, serving as a business consultant only to be later forced out on his own. For Damon, that moment in life proved to be pivotal, since it led him to the decision to become an entrepreneur, founding many businesses including an interim executive business which was unknown at the time. Damon also discusses his core passion which is to help small business owners grow their business through Gino Wickman’s Entrepreneurial Operating System. &nbsp;Be sure to stay tuned to the end when Damon shares his contact information and how listeners can purchase his valuable new book, the X-Formation. Show Quote  “Plans fail for lack of counsel, but with many advisers they succeed.”  - Proverbs 15:22&nbsp; Resources X-Formation (book) -– Damon’s book that will teach you all about interim executives, why your company may need their services, and where to find one. Traction (book) -– An enlightening book that outlines Gino Wickman’s EOS&nbsp; system. Good to Great (book) -– A resource Jack recommends when considering questions around hiring and personnel.&nbsp; Mindshift (book) - “Break Through Obstacles to Learning and Discover Your Hidden Potential.” A book Jack recommends. damonneth.com&nbsp; -–&nbsp; Visit Damon’s website to learn more about his services. Key Takeaways&nbsp; 1) The path of entrepreneurship is often the straightest path to what people want to do. This path offers people more control over their destiny.&nbsp; 2) An interim agent is a change agent that can help companies implement big solutions to big problems. 3) The EOS system works because it is a system of best business practices that form a framework for running a company.&nbsp; Show Notes

03: How a Business Coach or Interim Executive Can Help Business Owners Exponentially Grow with Damon Neth

Lake Hills Wealth Management Founders Jack Marino Jr. &amp; Jason Clevlen discuss what to expect when working with a financial advisor and how having the right professional can make all the difference when it comes to managing your life savings.

26: How to Know if You Have Hired the Right Financial Advisor

Lake Hills Wealth Management Founders Jack Marino Jr. &amp; Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact  today for a complimentary review to determine if a Roth IRA may be appropriate for you.

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