j
jeffdraper

Jeff

@jeffdraper

Retirement Guru

Stati Uniti
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Over two decades of experience in retirement planning. This includes investment analysis, retirement projections, and income drawdown optimizations. I can evaluate your current retirement portfolio for fees and performance, and if it is appropriate for your age and risk tolerance. I can also create a retirement projection to see if you are on track to achieve your goals.... Continua a leggere

Competenze

j
jeffdraper
Jeff
offline • 

Consulta i miei servizi

Consulenza pensionistica
I will create a statistical retirement projection for you
A partire da150 USD / progettoMaggiori dettagli

Esperienza lavorativa

Planning

401(k) Advisor

Planning

Jun 2021 - Present • 5 yrs 5 mos

Advise 401k plan participants on investments and if they are on track for their goals