When I’m not writing or hosting a podcast, I’m practicing financial planning and investment management at Define Financial.
Define Financial is a nationally registered fee-only wealth management firm specializing in retirement planning. We help diligent savers over the age of 50:
- Reduce taxes
- Invest smarter
- Retire on their terms
Best of all, we never receive compensation in the form of commissions. Our compensation comes directly from our clients through a custom, transparent fee schedule that fits their needs.
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