There's a lot of financial planning opportunities, but it's hard to keep track of it all.
Make sure you're not leaving any money on the table in 2023!
Here's the guide I mentioned in the episode: 2023 Year-End Checklist
Create Your Custom Early Retirement Strategy Here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients navigate the nuances of an early retirement.
PS: Before anyone decides to move forward with our services, I want to ensure we're the best fit to help you reach your goals and I personally have the first conversation with you.