Orlando, Florida, United States •
$5,001 - $10,000
About
I'm a multilingual financial advisor that can tailor a custom presentation on a variety of topics.
Retirement Planning
Preserving assets in retirement after accumulation with a focus on sequence of returns risk and longevity.
Estate Planning
Effectively transferring assets to future generations while saving money on taxes after death.
Long-Term Care
Healthcare for the incapacitated not covered by Medicare which may include government benefits.
Your perspective matters!
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