As you approach retirement, you may begin to wonder if you’re making the most of the years you have left to accumulate assets.
It’s possible you have a number of professionals who provide you with sound advice in their areas of expertise, however each may be making recommendations without the full knowledge of the others’ advice.
“Understanding your goals, thinking, values and opinions;
considering your children and extended family.”
– J.P Collins
I pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. As retirement approaches how you finish matters.
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