In this class we take the participants through the financial planning process. Some of the topics we address include the taxability of various defined benefit incomes, IRA income strategies, brokerage account income, deciding when to take Social Security, investment allocation and location tactics, etc.
James C. Sexton III, CFP, CFS and Gage Paul, CFP, RICP, EA are financial planners with Western Reserve Capital Management. Certified Financial Planner Professionals are fiduciaries and are required to put their clients’ interests first. They work mostly with retirees and have an extensive knowledge in retirement planning.
Call 330-626-4458 for more information.