Investing - What you need to know S3

Published on: 6th February, 2021

Objectively reviewed your portfolio?

Every day, 10,000 individuals turn 65 - for another 10 years

The strategies for accumulation are different than that of income distribution in retirement.

Are you basing your investment decisions on a 1-800 call center? Being sold investments by a stockbroker?

Wanting one-on-one professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice

Take advantage of THE BUNDLE

To a prosperous and happy 2021!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

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About the Podcast

Professional Edge

Tax, Legal and Financial Strategies from a Tax Attorney, CFP®, CPA

Candid Tax, Legal, Financial Strategies from a uniquely qualified professional: SEAN G. TODD, Esq., M. Tax, CPA, CFP®. Want more $$ - You have to make better decisions. Information alone will not change anything, you have to implement the strategies by taking action. Where do you begin - by listening to The Professional Edge.

About your host

SEAN TODD

Tax Attorney CPA CFP® - Host of the Professional Edge weekly radio show and adjunct tax professor The University of Georgia. Principal at Estate Management Counselors, LLC with offices in Atlanta and Columbus, GA where our clients benefit from fee based professional portfolio management, implementing estate planning solutions, asset protection planning and income tax saving strategies. A unique combination of professional credentials allow our clients to be the real winners.