"It's not how much money you make,
but how much money you keep,
how hard it works for you,
and how many generations you keep it for."
~Robert Kiyosaki
~Robert Kiyosaki
transparencyStraightforward. We want you to see right through the process. That includes our compensation. | |
availabilityYou can reach us when you need us. We are committed to being responsive. | |
trustWe provide you with solutions based on our values of trust and reliability. | |
financial reviewWe provide assistance in reviewing your financial documents to make sure you are heading in the direction of your goals.
retirement solutionsWe help you understand your retirement income options early on in order to help maximize your earnings later on. We help you maintain during retirement the quality of life you are accustomed to, without sacrificing the lifestyle you enjoy today.
You have spent years building your business from the ground up, and now its time for you to enjoy the fruits of your labor. As you head towards retirement, we want to help you with the exit-strategy from your business, in a way that preserves your legacy.
tax strategiesWe use our knowledge and experience to determine which tax strategies are best for your financial situation. Protecting your wealth from unnecessary taxes means being able to use that money towards the things that matter most to you.
investmentsGrowing your net worth is important. We analyze and discuss the investment options that best suit your risk tolerance and personal goals as you head toward retirement.
insuranceThe best teams are built from the defense. Whether it is Life, Disability or Long-Term Care Insurance, we team up with some of the most reputable companies to offer you the best coverage available.
Hi and welcome!
My journey started seventeen years ago when I started as an accountant for a Latin American publishing company. I quickly learned to love numbers and strategy, and knew I would be working with numbers for many years to come. Following my years in accounting, I worked as a Financial Manager, Sales Director and Consultant for Small Businesses.
Six years ago, I decided to take the leap into the Financial Industry, and since then, I have been helping individuals, families, and business owners make better financial decisions in order to get them closer to their dreams.
My goal has always been to represent the best interest of my clients and not the interest of any providing company in particular. That is why in 2018, I launched Outright Financial Strategies, an independent financial services firm offering a variety of strategies and options to my clients.
Born and raised in Costa Rica, I now live in beautiful South Florida with my two precious daughters, and cater to my clients all throughout the United States.
Loading Posts...
Loading Posts...
5310 NW 33rd Ave. Suite 206
Fort Lauderdale, FL 33309
Ivanhoe@Outright.Financial
M: (786) 239 - 0230
O: (954) 633 - 2410 x 136