THE PERFECT RIA

Retirement investing for clients and managing expectations.

This image has an empty alt attribute; its file name is Screen-Shot-2020-12-30-at-10.43.02-AM.png

Recommended Podcast

Tips from the Trenches – Taxes

Tips for figuring out a client’s taxes.

See More

Roth Conversions [Episode 158]

What you can do to ensure clients are better prepared to take advantage of Roth conversions.

See More

Follow Up Friday – What Are You Gaining From Conferences?

Recapping the key takeaways from Monday’s episode.

See More

Contact Us