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Elliot Kallen is the Owner of Prosperity Financial Group, where he helps successful individuals, families, and businesses to build, manage, and protect their wealth. We discuss the four main steps to building wealth, the number one goal for retirees today, and what holistic wealth management is all about.
Time Stamps
[00:37] Elliot’s entrepreneurial journey
[02:33] Elliot’s experience with management blueprints
[06:13] How to build wealth in 4 steps
[08:56] The two main ways to distribute your wealth
[12:10] How Elliot and his team manage people’s assets and money
[14:30] The number one goal for retirees today
[17:31] Elliot’s plan for distributing his wealth
[20:56] Parting thoughts
Links and Resources
Steve and Greg Cleary’s Book: Pinnacle: Five Principles that Take Your Business to the Top of the Mountain
Work with Steve – Stevepreda.com
Call Elliot on 510-206-1103
Contact Elliot via email – Elliot@Prosperityfinancialgroup.com
