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Let's Talk

Thanks for submitting!

No sales pitch.

No credit card information.

No email subscription sign-up.

No, "Get it while it lasts!" tactics.

Nobody likes surprises.
Submitting your information will not result in a random phone call from me (in fact, you don't even need to provide your phone number). After you click "send", you'll get an email from me with some basic information. Then, we can pick a time to have a call to see if we're a match. The email will explain what to expect on our first call.

If you have questions in the meantime, feel free to learn more and me, my wealth philosophy, and why Layered Financial may be the right partner for you to achieve your financial goals.

Layered Financial, LLC, dba “Layered Financial” is a Registered Investment Adviser registered with the Commonwealth of Virginia and the State of Texas. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Layered Financial is not affiliated with or endorsed by any U.S. Government agency. This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. Please see Disclaimers for additional important information.
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