Several things to bring to your first advisor appointment

Jimmy Lin talks about a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several important items to consider bringing. He speaks on the importance of having recent tax returns, paystubs, and info on investment accounts and policies. Jimmy also shares that people are welcome to speak to him that do not have those things in order, but how having more information allows his deep portfolio analysis to do more work. And Jimmy discusses his work in launching a YouTube channel, too.

If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000. 

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