š« Financial & tax planning lessons for retirees 55+ w/5M-30M in assets
š¤Putting the āpersonalā in finance since 1999
If you're in retirement ā or real close to it, you've come to the right place!
I'm Laryssa Freeman ā a CERTIFIED FINANCIAL PLANNERĀ® professional working with retirees since 1999 and a proud member of the National Association of Personal Financial Advisors (NAPFA).
DISCLAIMER:
Meritage Wealth Management LLC ("MWM") is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. This information is not intended as personalized tax, financial, accounting or legal advice. Please contact your financial professional, attorney or tax preparer before making any financial decisions.