Planning for Retirement with John Fawaz, CFP®
April 4th and 11th from 6-8 p.m.
The primary focus of this course is to make sense of your investments and help you design a sustainable retirement income strategy while minimizing taxes at retirement.
Your Retirement. Our Focus.®
We specialize in creating retirement income strategies for those close to retirement age or at retirement.
We are located at UT Federal Credit Union and UBank.
2
Consultants
23
Years of experience
1
Local Office
What We Offer
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.