Fred addresses his approach with clients and potential clients in stressing the importance of being open to change and, over the course of up to five initial consultations, providing clarity and an “aha” moment in understand the proposed strategies.  Fred also talks about the big change of shifting from accumulation to de-accumulation.  He covers the longevity analysis he performs and warns of the sequence of return risk.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA

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