Only Fee-Only

#13 - Helping Clients Tackle Obstacles and Innovating A Family Business - Andy Krafft

Broc Buckles and Peter Ciravolo

Andy works with clients to not only discover their personal life vision, but assist in creating and executing a plan to help that vision become a reality. His responsibility is to act as a personal fiduciary, advisor, and confidant. Andy is most excited and proud to be a part of a team that not only cares about financial wellness, but strives to help client's flourish in all aspects of life.

"I work to help people uncover their life vision and develop a comprehensive plan to help them fulfill that vision.
 
I also host a podcast called 9 Minute Money Tips where I simplify complex money topics in 9 minutes or less.
 
Outside of financial wellness, I'm passionate about nutrition, fitness, and all things health and wellness.

I work to help people uncover their life vision and develop a comprehensive plan to help them fulfill that vision. I also host a podcast called 9 Minute Money Tips where I simplify complex money topics in 9 minutes or less. Outside of financial wellness, I'm passionate about nutrition, fitness, and all things health and wellness."


Music in the episode if obtained from Bensound.

We are excited to announce the BC Brokerage Mixer at XYPN Live 2024! All fee-only planners are welcome. Join us from 7 PM to 11 PM in the Northwoods Room at the Hyatt Regency on the second floor for great music and drinks. We’ll have a DJ, cocktails, and mocktails. Drinks are on us! It’s the perfect way to unwind after a long day. Bring a friend and RSVP via the link below. Looking forward to seeing you there!

https://www.linkedin.com/events/bcbrokeragexypnlivemixer7244741904142065