Registered with Cambridge Investment Research, Inc., a broker-dealer with over 3,000 Registered Representatives nationwide. Investment Adviser Representative at Cambridge Investment Research Advisors, Inc., a $94B RIA based in Fairfield,
Retirement Advisor is putting you on the right path, whether you are already retired, transitioning towards retirement, or saving for retirement.
If you own employer stock in your employer’s retirement plan, and if that stock has appreciated when you retire or leave your company, you should be aware of Net Unrealized Appreciation Rules (NUA).
I screen 10,000+ mutual funds down to a couple hundred eligible for use in your portfolio — the process screens for manager tenure, fees, performance, and style. I cross-reference my results with fi360’s Fiduciary Score.
My financial planning for retirees is ongoing as we continue meeting and adjusting your accounts, getting you the income and security.