News
Feb 23, 2023
One of the major areas of focus in the SECURE Act 2.0 is RMDs. We can help you determine how this will impact your financial strategy and retirement.
Contact us today at (805) 570-3765 to ask any questions. You can also schedule a complimentary consultation by clicking the "Contact Us" button on Facebook or the "Let's Chat" highlight on Instagram!
#financialplannerventura #financialadvisorventura #retirementplanningventura #financialplanningventura #pension #401k #401kadvisorventura #investmentadvisorventura #investmentplanningventura #wealthmanagementventura #financialadviceventura #moneymanagementventura