Countless books have been written about planning for retirement. This one is about managing your wealth during retirement.
The shift from work to retirement changes things. Maximizing the impact of your money—for yourself, your family, and the causes you care about—requires thoughtful, strategic management.
This book shares strategies I apply every day in serving retired clients with at least $1 million to invest—strategies I carefully tailor to each client’s goals. I’ve developed the ability to create such strategies across more than thirty years in the industry.
This book shares • the wealth management strategies I use with my high-net-worth clients’ portfolios; • the lessons I have learned advising clients on their investments over thirty years of bull and bear markets; • important questions to ask yourself before and after retiring; and • advice for those seeking a more fulfilled retirement.
*Securities and advisory services offered through Commonwealth Financial Network®, FINRA (www.finra.org) / SIPC (www.sipc.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.