Investing – What you need to know S2

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

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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®.

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