Скачать или смотреть Strong retirement plans start with an advisory relationship built on trust, NOT account size!

Good financial work can be done at every stage, even before large assets are in place, when the relationship is structured the right way. The goal is an advisory partnership where honest guidance is never held back, creating clarity, confidence, and smarter retirement decisions over time.

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Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.