Rodney Anton
Portfolio Manager & Senior Wealth Advisor at Evergreen Wealth Management
Based in Toronto, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
4
Contact information
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r•••••••@egwealth.ca
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Background
About Rodney Anton
Dear Sales Professionals & Business owners, this is going to hurt a bit. Your friend in middle management, making less than $100k/year, is better prepared for retirement than you are. If you’re a sales professional, earning between $250k and $500k/year… And you want to maintain your lifestyle in retirement… Without asking your family to make massive downgrades… Without selling the house, cars, and other assets you’ve earned through hard work… You’ll need $1M saved by the time you’re 45 and $2.4M saved by the time you’re 55 with inflation at 2%. Unless, of course, average inflation increases to 3% over the next 10 years. If that’s the case… you’ll need $1.6M by the time your 45 and $3M by the time you’re 55. Concerned? Don’t be! You have options… Prepare for the downgrade by reducing your family’s monthly spending to ¼ or ⅕ of what it is now. Bite the bullet, sell the assets, get to the numbers listed above. Run an effective retirement strategy for professionals just like you. The first two options are yours to figure out if you choose either. We have the third one ready to go for right-fit clients who take their futures seriously. Option #3 involves my Executive CFO Process. It’s built on Three Pillars to maximize growth and cash flow. Tax efficiency for high-earning sales professionals Irregular cash flow management for high-earning sales professionals and business owners Sales-focused financial planning for… you guessed it… high-earning sales professionals Your career has a time limit… and there are other things in life that you want to do… things that you deserve the opportunity to do. So… the question is… are you on a path to die broke? Or are you set up to… Do what you want… When you want… With whom you want to spend your time with… While honoring the things that are most important to you? So… if you are any less than certain about your financial plan… if you want to break free from reliance on sales quotas sooner rather than never… If complete financial freedom is a worthwhile topic of discussion… Then leave me a note and we’ll start the conversation or book a call in my calendar in the 'Featured section'
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