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