Hi,
I’m back after a wonderful 6-week adventure / holiday!
Over the next 2 months, I will be updating you on your existing team that has been in place, and I will also be introducing new team members that will offer some more back up support.
With Market Volatility, Pandemic, World Situations & Political Agendas – I will be reviewing your individual portfolio and addressing some of these topics. But most importantly to my pre-retiree & retiree clients let’s focus on your retirement Cheques, longevity income & strategies going forward.
As Angie says…….. Let’s Get at ER!!!!!
Please watch for breaking news that is pertinent to you and your family!!!
Ted
