Spur-of-the-moment financial decisions with your portfolio or retirement plan can hurt you for years to come.
Allen Freeman CFP?, CDFA?, CLTC?
Empowering High-Income Earners with Tax-Diversification Strategies and Tax-Free Retirement Income Solutions
You know how it happens: one day, you watch the market surge or dive, and hours later, you're reallocating your portfolio online. Or you elect to schedule retirement income in the way that makes sense for most people ... but not necessarily for you.
This anxious, do-it-yourself retirement planning can leave you confused and uncertain what to do next. Fortunately, there's a better way. You can find a financial advisor - someone you can meet face-to-face with, someone who can be a partner in your retirement planning.
My clients refer me to their friends and colleagues because they've seen the value of that kind of relationship in their own lives.
Call me today and I'll give you information to help you make considered money decisions.
If your retirement date or financial situation changes, would you please contact me? You can reach me at 888.255.4147 , or simply send an e-mail to [email protected] . Thank you.
Sincerely,
Allen Freeman