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I do my best work with clients who are 55 to 65 years of age and have investment assets over $750,000, especially when
If married, you want your spouse to be involved in the financial planning process
You want to balance living well today while feeling confident about your future
You like the idea of having an experienced financial guide to partner with you
If you're 55-65 years old and have investment assets of at least $750,000, I invite you to schedule a complimentary Wealthcare phone consultation below.