Investing – What you need to know S2

sean todd

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 – for another 10 years

The strategies for accumulation are different than that of income distribution in retirement.

Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?

Wanting one-on-one professional “in the client’s best interest” counsel and advice – then working with an RIA is your only choice

Take advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan – done: THE BUNDLE


Radio / Podcast:

The Professional Edge Radio Show

Sean G. Todd, Tax Attorney / CPA Certified Financial Planner™ practitioner
Sundays 9-10:00 am


Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®.
View Archive ⟶

More Posts

What Is An Estate Planning Lawyer

What Is An Estate Planning Lawyer

Are you looking to protect your assets and ensure your wishes are met after you’re gone? An estate planning lawyer can help. Your estate planning