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 U.S. Department of Labor (DOL) has issued its final fiduciary rule governing how investment professionals provide advice to Americans who are saving for retirement. Please review the DOL overview handout for more information, and contact me with any questions.
For investors, 2016 will be remembered for its unexpected twists and turns. As we start to close the books on a volatile year it’s time to look ahead to what awaits us in 2017. We see a number of themes on the horizon that will have meaningful portfolio implications. Read the full outlook in the RBC Wealth Management Portfolio Advisory Group’s special report, Global Insight 2017 Outlook. 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, ID, IL, IN, KS, MA, MN, NC, NY, OH, OK, SC, 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.