Overview

A majority of my clients and the target for my practice are between the ages of 50 to 75. If they are nearing retirement I manage assets to prepare for the distribution phase. This includes the accumulation target goals. If they are retired, the focus is on income distribution with downside protection. I also use advanced tools to manage all facets of the clients financial situation.

Market
Advisor/RIA
Last Activity
within 2 months

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