A Certified Cash Flow Specialist™ is uniquely trained to build and create that plan for you: giving you a clear path to your goals, designed with the money you already have.
Tyler Burtch has a passion for helping people - and he happens to be really great with money. Born and raised in a small farming community, he was able to build a six-figure business before he even graduated high school. It was during those years of ownership that he realized his passion for business extended far beyond making dollars and cents. He wanted to have a positive impact on his customers.
And make his mother proud.
Initially, he was reluctant to get involved with financial services and investment planning; he thought the job called for aggressive, commission-driven sales. Fortunately for his clients, he soon discovered that is not the case – certainly not for him. In 2008, Tyler made the leap into personal financial services. It was the worst financial climate in recent history.
He succeeded anyway, setting records and changing lives all along the way.
His official title is Financial Advisor and Certified Cash Flow Specialist, but Financial Strength Coach suits him better (and it’s easier to say). Speaking of suits…Tyler is a true professional, but you’ll almost never find him sporting a jacket and tie. His down-to-earth style is decidedly un-scary, which is evident the moment you walk through his office door. You’ll be greeted by his friendly assistant, Mary-Kate, as well as his furry, four-legged companions, River and Gizmo.
And a dog-friendly office is only the first of many things you’ll notice that set Tyler apart.
You see, Strata Wealth and Risk Management, Inc. is about more than transactions, insurance products and rates of return. It’s about developing relationships. Tyler knows that many of us have fears about money – especially not having enough of it. You can count on him to take time to listen to your concerns and ask important questions to develop a customized, holistic financial plan that’s just right for you, your family and your lifestyle.
Tyler may start out as your Financial Strength Coach, but he often becomes a trusted confidante and family friend. Whether you have a lump sum that you’d like to invest or you’re saving for retirement, he will help you make sense of your options and guide you toward the road to long-lasting financial wellness.
To learn more about what Tyler Burtch and Strata Wealth and Risk Management, Inc. can do for you, contact us today.
I decided to become a CCS to help individuals and businesses better understand their cash flow and financial literacy.
My own dream one day is to build an office like Google with a golf simulator.
Is cash flow planning with Strata Wealth & Risk Management a fit for you? Let’s find out!
Is your combined household income approximately $100,000 or more?
Are you tired of wondering where it all goes and why you don’t have enough to cover your expenses each month?
Are you interested in getting clear about your goals and your true financial situation?
Do you dream of accomplishing more with every dollar?
Are you ready to adopt cash flow planning as a lifestyle?
Can you commit to changing your thinking about money?