Dealing with Wall Street & Annuity Slingers

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Published Jun 21, 2022, 12:58 PM

Wall Street remains rocky, and many near and  in retirement are seeking more conservative investment options. Mike explains how he and his team of fiduciaries have been proactively helping their clients navigate this unsettled time by going to cash months ago (depending on the client’s situation). Plus, he explains why an annuity doesn’t make sense for most people… despite being heavily promoted in our current economic environment. 

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  1. Guarding Your Nest Egg

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Guarding Your Nest Egg

It took decades of work and sacrifice to get to where you are. Mike Lester and his team have a veste 
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