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About NickC810060

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Tell us about yourself:

Financial Planner focused on Wealth Management, Fixed Income, Retirement Income Planning, Tax Efficiency and Insurance

Area of knowledge and what I know well:

Financial Planning

Certificates/Awards

CEPA, Certified Exit Planning Advisor

02/2019

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Retirement

Fixed income and annuities: A safe haven in volatile times

As the market continues to experience volatility, people in or nearing retirement are seeking ways to protect their savings. Fixed income investments and annuities can provide a stable source of income and help mitigate the risks associated with mark...

NickC810060 10-20-2023 12:30 PM

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