I have some big news to share with you... I have launched my own wealth management firm, Rivertree Wealth! I'm excited to continue serving my clients and begin working with new clients in the future.

To learn more about Rivertree and how we can help you, please visit www.rivertreewealth.com.

Also, I wanted to share our system, the Rivertree System, with to give you more insight to how we approach retirement planning. Hopefully these insights give you an idea of how the different planning topics (taxes, investments, income, estate, etc) fit together.

If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!

Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]

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