Retire From Work – Not Life
I assist my clients in quantifying their life’s aspirations and financial responsibilities, and developing a strategy that empowers them to realize these objectives. With a lifelong plan in place, my clients have greater confidence in the future, regardless of what the markets may be doing today.
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The White House ordered the Department of Labor (DOL) to review its fiduciary rule and the DOL has proposed a delay to the applicability date. Regardless of what happens next for the rule, we want to reassure you that RBC Wealth Management is (and always has been) committed to putting the interests of clients first as well as preserving choice regarding investments and how to pay for services. Please contact me today with any questions or to discuss your retirement goals.
The outperforming Financials sector has driven the market’s heady bull run since Trump’s election. We believe the rally has plenty left in the tank as there are a myriad of catalysts to prolong it, and investors should hold an Overweight allocation in portfolios. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Gary Kleinschmidt is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, IA, IL, IN, KS, MN, NC, NY, OH, OK, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.