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    National Financial Awareness Day – Achieving a Work Optional Lifestyle

    Today is National Financial Awareness Day!
    It’s a great day to analyze your current finances and develop a plan toward financial freedom.

    This morning we are speaking with Neil Elmouchie, partner, co-CEO, and wealth advisor of Summit Financial Consultants in Westlake Village.

    Neil discusses the strategy of holistic planning to help clients meet their financial needs and ultimately achieve what he refers to as a “work optional lifestyle”.

    We also discuss the importance of planning for the purchase of a home, downsizing your home to unlock assets for retirement goals, and strategies of coming in and going out of the market.

    If you would like to get in touch with Neil to discuss your personal financial goals, he can be reached at:

    3075 Townsgate Rd. Suite 180
    Westlake Village, CA 91361
    (805) 418-4565
    info@thewiseinvestor.net

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