continue, but expand, thereby increasing our capabilities and enhancing the quality and variety of services provided!
Mr Mullins brings to the platform a long list of assets including; the education and experience of
a Certified Financial PlannerTM professional who’s been active for many years, a strong
background in financial management and strategic business planning skills which lead clients in
the correct direction for a healthy financial future. He and the team at Mullins Wealth Advisors
will be assisting our clients with their Wealth Management needs and be in charge of new client
on-boarding. While I will continue to oversee my clients affairs my focus will be on maintaining
our clients Comprehensive Up-to-Date Financial Plans, Coordination with outside professionals
and expanding our Virtual Multi-Family Office Solutions division, and further development of
strategic preferred provider programs. !
Mr Mullins and I have worked closely together in the past, we are like minded in our philosophies
and strategies and both extremely committed to remaining completely green in our business
practices. We are delighted that this partnership will now allow us to scale our business to take
on smaller clients that require more services than a retail outlet or Wall Street firm can offer but
are unable to bridge the gap to engage private guidance. !
This partnership will grow our resources in a multi-faceted approach, to highlight a few: !
• The ability to offer clients Virtual Financial Concierge Services, providing the same in
house care financially successful families rely on, while mitigating the cost of retaining
professionals full time.
• Two points of contact with exceptional Certified Financial Planners.
• A holistic solution for 360 degree wealth management. !
As I move into my new responsibilities of marketing and financial planning, I would like our
clients to trust that they may expect the same level of integrity and dedication from Mr Mullins
and his team of professionals; we will most certainly be reaching out to clients on an individual
basis to better introduce this beneficial relationship. We expect that this combination of forces
will bring an exponentially increased value to the already important services already offered. !
If you have any questions or concerns regarding this partnership, please don’t hesitate to contact
me through our normal channels.
As always, we are dedicated to helping you “Think. Plan. Grow.”
For a green and abundant future, !!!!
Carlos Padial III, CFP®