Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Colorado Springs, CO, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$1,200,000.00
Gross Revenue
$45,000.00
# of Accounts
16
Avg Client Age
55
Overview

I focus on retirement income planning and coordinating income sources for a comprehensive retirement plan. I'm an RIA and take the fiduciary responsibility very seriously. I also believe heavily in financial literacy.

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