Proper planning makes the transition from accumulation to distribution go much smoother.  Kelley discusses the process with a conversation on moving away from accumulation and easing into distribution.  She also addresses little ways in boosting accumulation in the financial red zone that can make a big difference.  Kelley moves into good ways to help your grandchildren monetarily and by sharing your wisdom.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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