Bozidar Jovanovic, PhD, CFA, CQF
No Nonsense financial advice for Free Thinking, Freedom Loving people | Founder of hbria.com

I transform hard working people into affluent ones and affluent individuals into High Net Worth. From there – sky is the limit!

Do you find yourself wondering:

- Have you saved enough money?
- Are you overpaying taxes each year unnecessarily?
- How much can you take out each year in retirement without running out of money?
- Will you be able to leave something to your kids or favorite charity?
- How do you coordinate your estate and legacy planning needs with the needs of today?
- Are you within 10 years of retirement and still investing the same way as 15 years ago?

Whether you are a business owner, a busy professional or an employee, my passion is to be the quarterback for your finances, so that you can focus on what matters to you the most – your life and family.
I manage your money by building resilient portfolios, using the kinds of methods only available to institutions up until recently, so that a year like 2022 doesn’t spell disaster but an opportunity.

At Honey Badger Advisors we believe:

*Your best interest is the only criterion guiding our stewardship of your assets
*You don’t have time to listen to fluffy jargon and be sold opaque products with little value to you
*You want a fiduciary advisor in your corner that will execute financial plan in a transparent and efficient manner – while clearly and concisely explaining the reason behind every move
*Successful wealth accumulation requires patience, tenacity, avoiding herd mentality and resisting predatory fads such as ESG, memes, crypto.
*You need to use every tax advantaged tool at our disposal and minimize taxes both today and in the future.

If this sounds interesting - send me a message here on LinkedIn and let's explore how I can help you with your investment management, financial planning, retirement planning, or tax reduction strategy needs.

Burning America: In the Best Interest of the Children?

Mick, The Doctor of Digital, Smith mick.smith@wsiworld.com
Burning America: In the Best Interest of the Children?
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