First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
I am a seasoned financial professional who is focused on providing comprehensive wealth management planning for individuals, endowments, and the corporate community. I utilize my experience by helping clients with retirement income planning, creating income streams and protecting and growing their investments. Please contact me email@example.com
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review the Social security fundamentals white paper or contact me to discuss your retirement plan.
We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.
October 20, 2017
Year End Check List