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Angela Giboney, CFP®, CKA®

Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.

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Advisory services offered through Aspire Capital Advisors LLC., a registered investment adviser. AFG Financial is a marketing name used when offering advisory products. AFG Financial,and Aspire Capital Advisors LLC, are not affiliated entities. California Insurance License 0H28692.

Aspire Capital Advisors is not affiliated with any religion or faith-based financial advisor organization. Aspire Capital Advisors, LLC does not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Certified Financial Planners must attain a bachelor’s degree (or higher) from an accredited college or university and have three years of full-time personal financial planning experience or the equivalent part-time experience (2,000 hours equals one year full-time). Certified Financial Planners must also complete a CFP-board registered program, or hold one of the following: CPA, ChFC, Chartered Life Underwriter (CLU), CFA, Ph.D. in business or economics, Doctor of Business Administration, or an Attorney's License.

The Certified Kingdom Advisor® must have certain approved degrees or certifications-such as the CPA or CFP® or 10 years of experience in their designated field. Kingdom Advisors also asks for three letters of reference, one of which must come from a church leader. Candidates show commitment to biblical stewardship and Christian values, including charitable giving, by signing a statement of personal stewardship. Once certified, CKA® designees must maintain membership with Kingdom Advisors and take ten hours of continuing education annually.

This advertisement is not intended as legal or tax advice and may not be relied on for purposes of avoiding federal tax penalties. All individuals, including those involved in the estate planning process, are advised to meet with their tax and legal professionals. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Asset allocation, diversification, and dollar cost averaging do not ensure a profit or protect against a loss. There is no guarantee that any strategy will produce the desired results.

We encourage you to review the privacy policy of each website you visit. We may only offer services in states in which we have been properly registered or are exempt from registration.

(07222022)

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