Does this describe you?
You are nearing retirement and have over $500,000 in investment and/or retirement accounts.
You want to delegate the management of these monies to a team of professionals.
You are wondering how to create an income stream from your retirement account (without annuities).
Do you want a guide to help you:
– Craft a sustainable investment and financial plan?
– Optimize your taxes and give to charitable causes more tax-efficiently?
– Analyze your Social Security options and review your Medicare coverage annually?
– Avoid mistakes and uncover blind spots?
Would you like to work with an advisory firm who:
Provides clear recommendations that simplify complex issues, spell out options, and ease decision-making?
Helps you understand the “why” behind their recommendations?
Offers distinctive guidance without an incentive to sell financial products or earn commissions?