Kelley covers various topics related to navigating turbulent markets, creating a great retirement, avoiding financial blunders, and generating income in retirement.  She also emphasizes the importance of having a plan, staying calm during market fluctuations, and working with a professional wealth advisor.  Kelley talks about the need for regular portfolio reviews and adjustments, as well as the significance of being proactive, setting retirement goals, and prioritizing financial strategies.

Reach Kelley at 800-810-8060.

California Wealth Advisors