Broker Check
The Cost of Procrastination It Was the Best of Times, It Was the Worst of Times The Latte Lie and Other Myths

 Thursday, February 4, 2021

While offering but not requiring implementation of advice, products and / or services through us. 

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A "Second Set of Eyes" might be akin to a Second Opinion in medicine. Even if facts are identical, once we add in goals and values, it becomes normal and predictable that Financial Folks might differ on their recommendations.

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Some potential opportunities for .... Guaranteed (joint) Lifetime Income .... possible tax advantages .... some health care expense considerations ....

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