Eureka Wealth Management Segment – March 24, 2018

11:00-12:00 PM

Hour 3 Seg 2 – Eureka Wealth Management Segment

EUREKA WEALTH MANAGEMENT
Matthew D. Davis re: He’s a “fee only” financial planner.
– Is having great success w/ his blog that you can subscribe to.
– Doing a series on “How to Move to Palm Springs” because it is popular and possible, if you do the math W/ MATTHEW!!!!
– Example of a resident of San Francisco. Client had a house, mortgage and a 401K. Cost of living here in Palm Springs was 32% less than San Francisco, because there is a housing shortage in S.F., etc. He’s 60 so he has to “self-fund” your health insurance, thru Covered California.
– He will meet w/ you, determine what you have to work with, tells you to pay off the mortgage, pay your realtor fees, etc.,
– If you don’t have enough, he’ll advise you to work more where you are, or move here, where it costs less to live.
– You can work this all out, even in the State of California.
– He looks @ your insurance, portfolio, investments, estate plan etc., and then can advise you.
www.eurekawealthmanagement.com
(760) 537-0791

Matthew