Retirement Income Reality - Bob Moore LPL Financial Advisor

We had a great time in Minneapolis at the LPL Financial - High Net Worth Workshop

The Scope of Advice for HNW clients and service network offering is expanding.

Key areas of focus for my practice:

✅ Estate & Charity Planning

✅ Investment & Cash Flow Planning

✅ Income Tax Mitigation Planning

✅ Insurance & Risk Protection

✅ Business Exit Planning

✅ Alternative Banking and Lending Services

⚾️ We also were able to enjoy the Twins/Sox game ⚾️

Go Cubs Go!

Lots of fun coaching this group to winning the Tee ball World Series 😉

👨🏻‍🏫 Taxes & Retirement 101 👨🏻‍🏫

Not only did we cover a lot. We had a lot of great questions and open dialogue. Providing valuable information looking over case studies and tax efficient strategies.

Here’s a highlight of what we covered:

🎯US economy & projected taxes
🎯Market and interest rate risk
🎯Social Security tax calculation
🎯Rothification strategies and timing
🎯Income distribution planning
🎯Increasing probability of investment portfolio success

And we just scratched the surface 🌊

Next ➡️ Retirement Income Analysis & Financial Planning via WealthVision👨🏼‍💻

📷 Photo credit Nicole Steils

Retirement Income Reality - Bob Moore LPL Financial Advisor LPL Financial Advisor at Lee Wealth Management

Founder of Retirement Income Reality -
Financial Planning Made S.I.M.P.L.E.
An educational workshop designed to help those near retirement who have created wealth and now want to live a life of wealth.

Thanks for following my new FB biz page! Old page was hacked and no longer had access, so had to create a new. Stayed tuned for some new updates and content!