Baby Boomers And Investment Planning

Hi, Chris Nowack with ideas for improving your investments. 

Baby Boomers own 2.3 million privately held businesses in America, with nearly 25 million employees. A major economic trend is unfolding, and an army of these entrepreneurs are, or will be, putting their businesses up for sale. If this is you, your going to need an investment, tax, and estate plan for this transition. I can help.

A one-on-one appointment with me is free. Or come meet me at one of my free workshops and learn ways to improve retirement income, mitigate taxes in retirement, or maximize your Social Security.

Let’s talk and discover ways to improve your investments and retirement!

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