Listen to a brief story of a couple who retired and did not know if they had enough money to maintain their lifestyle.
Retirement Planning Success
David Cross is a wealth advisor with U.S. Asset Management, a Registered Investment Advisor. He holds the designations of Certified Divorce Financial Analyst, Certified Retirement Planning Counselor and Certified Portfolio Manager.
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All views/opinions expressed in this article are solely those of the author and do not reflect the views/opinions held by Advisory Services Network LLC. Advisory Services offered through U.S. Asset Management, a member of Advisory Services Network, LLC.
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U.S. Asset Management is a fiduciary advisor offering portfolio management and financial planning services. We help clients make better decisions with their money and assist with overseeing every aspect of their financial lives. David Cross is a Certified Portfolio Manager, Certified Divorce Financial Analyst and Certified Retirement Planning Counselor.
U.S. Asset Management and Advisory Services Network, LLC do not provide tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation.
All information contained herein is derived from sources deemed to be reliable but cannot be guaranteed. Financial data changes rapidly. All economic and performance data is historical and not indicative of future results. This material is of a general nature and intended for educational purposes only. This information does not constitute a recommendation or solicitation or offer of the purchase or sale of securities. Indexes are unmanaged and do not incur management fees, costs, or expenses. It is not possible to invest directly in an index.