Kelley addresses the complexities of retirement planning, focusing on overcoming fears associated with transitioning into retirement. They emphasize the importance of creating a budget and income strategy to ensure a successful retirement. The discussion also delves into the role of annuities as a financial tool, highlighting their benefits, including guaranteed income and downside protection.

Reach Kelley at 800-810-8060.

California Wealth Advisors

www.californiawealthadvisors.com

 

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