Methods of funding retirement are evolving. Many of the “traditional rules” are being questioned. We believe it’s time that your retirement is based on common sense principles that match your assets with your needs.
You deserve a written retirement plan that is built for your specific situation, developed by a real, live advisor with whom you can look face-to-face. We know our clients needs and desires and are with them for the changes that life may bring.
@buzzsprout | we already have a iTunes feed setup with podcasts. Can your service integrate with the existing listeners we have?