Drawing on a wealth of personal and professional experience as a financial planner, Levee knows that retirement is not something to be taken casually. Through the lens of procedures and technology pioneered by his firm, Levee lays out the reality of planning for life after you've reached your financial goals and provides an in-depth analysis of the investment world's most confusing strategies. As he details the possibilities and pitfalls of each path, he demonstrates the value of working with a planner agile enough to simultaneously adjust to the volatile market and to your evolving needs.
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