James Miller

Financial Advisor and Owner at Baobab Wealth Management - Anchorage, AK, us

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N/A
Location
Anchorage, Alaska, United States
Company
Baobab Wealth Management
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Baobab Wealth Management logo, Baobab Wealth Management contact details

Baobab Wealth Management

Anchorage, AK, us • 5 - 9 Employees
Financial Services

Baobab Wealth is a full service financial planning firm specializing in Retirement Planning and Retirement Income planning. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.We can help you address:Investing principles and strategiesRetirement investing and distribution strategiesRisk management analysisWe also can answer your questions, including:Can I retire early?Are my investments working hard enough?How much do I need to retire?Am I on track for the retirement that I want?There is never any cost or obligation to have a consultation to see if we may be of service to you.The Baobab tree is also known as the ‘Tree of Life' and is native to the African Savannah. Its silhouette is well known globally thanks to its prominent role in Disney's Lion King. Its fruit is a 100% natural superfood that releases energy, strengthens the immunes system and improves digestive health. The Baobab Tree can live for up to 3000 years.The analogy with this outstanding tree resonates with Baobab Wealth Management's approach towards financial planning. "You plant it in the earth, and a wonderful force of nature causes it to take root, and to grow. You don't dig it up every 90 days to check on its progress. You don't uproot the tree and store it in your garage over the winter, to protect it from what you regard as bad weather. Though its leaves fall and it stops growing for a season, the tree itself does not die. And even leafless, the tree is still producing oxygen, without which you and I could not live.Give the tree enough room, enough light, and enough time. It will give you back air and shade and beauty as it grows – and will go on doing so for your children after you're gone." (N. Murry)

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