PREFERRED PARTNERS

Reggie Green's

Preferred Partners

One of the benefits of working with me

is getting access to my

network of preferred partners

that I have personally vetted

as top notch professionals

that I would send my own family to.

Please review the category of

what you may be looking for

and let me know if I can help

you connect.

Please mention my name for potential

discounted pricing.

HOME SERVICES

HVAC

Trae Owen

Top Tier Air Conditioning

602-632-9161

toptierairconditioning@gmail.com

https://www.facebook.com/Top.Tier.AC/

FINANCIAL SERVICES

AUTO /HOME / UMBRELLA INSURANCE

Stefany Sandoval

Garzella Group

480-264-7226

stefanys@garzellagroup.com

garzellagroup.com

FINANCIAL ADVISOR

Matthew Lipscomb

Ashford Advisors

770-390-2644

matthewlipscomb@ashfordadvisors.net

WILL / ESTATE PLANNING

Marc Dearth

Dearth Law

404-341-5852

marc@dearthlaw.com

dearthlaw.com

CERTIFIED BUSINESS EXIT PLANNER

While approaching a decade of experience in Wealth Management, Daan Mutsaers has focused on the unique needs of privately-held business owners. He specializes in guiding a select group business owners become independent from their business. As a Certified Exit Planning Advisor (CEPA®) and a Certified Financial Planner™ (CFP®), Daan provides the following:

  • Action plan and deal team for (fully or partially) exiting your business
  • Complimentary custom Financial plan Designed to help understand how much one needs for their desired retirement lifestyle
  • Highlight current gaps or risks
  • Share advanced tax and estate strategies available to you
  • Helped 33 business owners exit their business in the past 2 years

Daan S. Mutsaers, CFP ®, CEPA ®

650-815-1387

daan.mutsaers@raymondjames.com