Exciting Documentary Opportunity | Monthly Market Commentary

Over my 27 years as a financial advisor, I've focused on retirement and education, always seeking to learn and share more about these areas. Recently, an exciting opportunity arose for us to assist in creating a documentary on retirement, titled 'The Psychology of Retirement.'

I'm proud to be an executive producer, and we're thrilled to launch this documentary with an exclusive viewing party for our clients and friends. Listen to find out more!