Statera Financial
Elizabeth Nearing Retirement AGE: 56 PROFESSION: Project Manager PRIMARY GOAL: Consolidate investment accounts, reduce taxes, create a reliable retirement income stream. After accumulating wealth working for 7 different companies, Elizabeth was ready to think about retirement. She currently holds a variety of investment accounts, including …
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- Retirement Income Planning
- Financial and Investment Planning
- Medicare Planning
- Insurance Solutions
Sentiment Analysis
Dave provides great advice and products to help us meet our goals.
He has been so helpful to my family in planning for our futures and I love that he can help with life insurance, 529s, financial planning.
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