#25 Success Secrets For Independent Financial Advisors w/ Doug Gjerde, Managing Partner and Wealth Advisor at Heritage Financial Partners

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Doug Gjerde (https://www.heritagefinancialllc.com/) is the Managing Partner and Wealth Advisor at Heritage Financial Partners and his specialty is helping guide families on their journey to work toward becoming financially confident retirees. 

He focuses on retirement planning, particularly lowering taxes in retirement. Lowering taxes may extend your retirement savings and provide you with extra money in retirement by avoiding invisible pitfalls. 

He joins us to talk about how he achieved his dream of rising in the financial advising industry without going through the big firms, and finding success in retirement planning, and providing excellent and efficient service with the right management systems in place. 

LinkedIn: https://www.linkedin.com/in/doug-gjerde-9929378/ 

Twitter: https://twitter.com/HeritageFinPart 

Website: https://www.heritagefinancialllc.com/

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