Tag: Chartered Retirement Planning Counselor
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DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County
WESTLAKE VILLAGE, Calif. — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.
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Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement
WASHINGTON, D.C. — In his compact new book, “Parent’s Guide to Your Child’s Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children” (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your grown children to have positive, engaging and thoughtful conversations…
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Chartered Retirement Planning Counselor Shares How to Avoid Living in Your Kid’s Basement When You Retire
WASHINGTON, D.C. — In his compact new book, “The Mindset of Retirement Success: 7 Winning Strategies to Change Your Life” (ISBN: 978-0999641408), Chartered Retirement Planning Counselor Rodger Alan Friedman, delivers blunt advice to anyone who has been putting off retirement planning.