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Trilogy Financial

07 Jun 2021

written by Cindy Matalucci

Friday June 4th:

Sponsored by Flax4Life who is celebrating 20 years in business this year!

Live show with Windus Fernandez-Brinkkord!

Windus talks about the wealth gap and helps business owners understand this.  The wealth gap is essentially the gap between when you sell your business and clear taxes to what you need and what you need to have in investments so you do not OUTLIVE your money!  

We also dive into inflation and how to prepare for buying and selling your home in todays market!

To meet with Windus and schedule a consult you can click here:

ABOUT WINDUS:

Since joining Trilogy Financial in 2003, Windus has paired success with her commitment to the relationships in her life. She works with her clients to visualize the pathways to their success so they can decide which route is better for them and helps them change gears should their chosen pathway not be as productive as anticipated.

Ultimately, she strives to help her clients understand that success isn’t achieved with the first plan but with their long-term relationship and commitment to work together.

Coming from a family background in property management, Windus also wants to help build, create and foster an awesome culture for other professionals to grow their business.

She is a member of the professional groups, Connected Women of Influence, 6 Degrees San Diego and SPIRE. She is also a board member for Traveling Stories, an organization that believes in outsmarting poverty through literacy programs.

She is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration.  She also holds her Series 6, 7 and 63 Registrations with LPL Financial, as well as holds a Life Insurance License.

*Recognizes and celebrates 40 nominated San Diego residents, men and women under the age of 40, who have made outstanding contributions to their professions, industries or San Diego as a whole.

Cindy is wearing Halston Heritage on the show!

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A post shared by Cindy Host/Producer The PulseⓇ (@thepulsesd)


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