Corey Souliotis
I Help Sales Professionals Manage Cash Flow To Create Strategic & Tax Efficient Courses of Action
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Corey Souliotis
Are you a sales professional working so hard to grow that you haven\'t had a chance to think about your overall financial situation?We find that most successful sales professionals are running a mile a minute to work their pipeline, close deals, and crush their quotaAs a result, the time you spend on crafting the most efficient plan for you and your family for retirement is put in the back burner.Have you ever thought about the following: Is my 401(k) enough? What are my options? What are the most effective strategies to mitigate risk and grow wealth tax efficiently while leveraging stock options, RSUs, and equity compensation? Is your plan structured to protect your current assets and take full advantage of market down turns (current pandemic, ‘08 Great Recession, ‘00.com bubble)? Have you put together a financial plan that makes sure ALL the different pieces are working as efficiently as possible to your unique goals? Will my plan generate a sustainable and reliable income to maintain the lifestyle I want in retirement for upwards of 50 years? Is my family protected if things don’t go as planned?You see.these are just some of the questions that I can help you solve.Avoid this:\"Being a high wage earner, but still retiring late due to lack of proper financial strategy.\"My team and I specialize in working with sales professionals looking to achieve their goals while still being able to live the life they want to live today.If you’re interested in a quick chat to learn more, feel free to message/email me at the info below: c••••••••@nm.com
Experience
Financial Advisor
May 2012 — Present · Austin, TX, US
Austin, Texas Area
Education
Northern Illinois University
Bachelor's degree
2000 — 2003
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.