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I am an Investment Advisor Representative (Fiduciary) and have helped many clients achieve their unique financial goals. I enjoy assisting new clients with: 1. Retirement income planning …
I am an Investment Advisor Representative (Fiduciary) and have helped many clients achieve their unique financial goals. I enjoy assisting new clients with: 1. Retirement income planning including social security income claiming strategies. 2. Experience in business sales- and how to invest the proceeds for your future. 3. Protecting savings/ investments from chronic health care costs. We have solutions that can protect your assets in case you need home health care and/ or have to live in a nursing home. Having a plan is crucial. 4. Tax efficient wealth transfer. IRAs are taxed when you die. Strategies to potentially avoid this are reviewed. My phone # is 515-771-6482. My email address is: [email protected] Ryan Woody Klyn