Logan and Don talk about the frustration some people feel when they pay big fees but are not even sure what they’re getting in return.  They counter with the transparency and availability of the team at Sun Valley Wealth.  The conversation then moves to the importance of having a retirement income plan and identifying the gaps that need to be bridged.  They also make listeners aware of the potential tax impact in retirement and discuss some proactive tax strategies.

Reach Logan and Don at 480-579-3954.

Sun Valley Wealth

www.sunvalleywealth.com

 

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