Dustin Serviss

> One of or probably the greatest dad in the world, very active with his 2 sons and has built a life where he never has to work on a Friday — ever!

Secondly, he is a true master of his craft, Dustin:

> Built a wildly successful business in the wealth and lifestyle design space.

> Is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered
Investment Manager (CIM), and Certified Health Specialist (CHS)

> And his company Serviss Wealth Management has received the Business Excellence Award Micro Business of the Year 2019 and runner up on 2018

> Has been featured on several media like The Daily Courier, Kelowna Capital News, Global News Canada, Now Media Group, and several others.

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Dustin Serviss's Guest Appearances

The Never Retire Strategy, With Dustin Serviss

Filed in Podcasts, Previous Episodes on January 24, 2023

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It is not a secret we all are in a unique Life-stage and designing our ideal Lifestyle. Sometimes dealing with financial decisions or planning can get in the way of living our full desires. This is the world Dustin Serviss helps people with day in and day out.

Determining all of your financial issues and creating your financial dashboard can pinpoint where your gaps are located along with your opportunities. Dustin and his team uses your wealth edge to lower risk and accelerate your net worth growth.

Tune in and hear Dustin’s answers to questions such as:

  • Why is this new wealth mindset so near and dear to you?
  • In very basic terms, what process could you leave listeners with to understand your message?
  • In what ways have you documented this process and how can others utilize it in their life?
  • What tips can you give couples/spouses that have a tough time talking about money?
  • And much, much more!