Virtual Wealth Management with Forward-Thinking Advisors in a Post COVID World

2 min read

Covid-19 is by no means a thing of the past with the number of cases continually rising across the world, but I do believe we’re beginning to deal with it better. We’re adapting. After all, the world will never be the same again. As humans, we’re an industrious and persistent bunch. We make do. It’s in our DNA; we find ways to endure and come out alright on the other side, no matter how big the storm.  This current storm in the form of a Pandemic has literally changed human behavior.  We were already in the midst of a megatrend,…...

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Derek Notman Virtual CFP® for World Travelers | Creator of The Virtual Advisor System for NextGen Advisors I love helping my clients use their money to enjoy life today while planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a comprehensive virtual financial planning process. I serve CEO's, Founders, Business Owners and C-Suite Executives from coast to coast through my virtual model so they can embrace the finer things in life, everything from luxury travel & experiences to buying their dream beach home, all while saving them time and money.

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