Portfolio Assessment And Retirement Planning With A Volunteer, Part 2 of 2

Portfolio Assessment and Retirement Planning with a Volunteer, Part 2 When should you take a look at your investment portfolio and re-assess your retirement plan? This week, join Justin McNamara, CFP®, and Michael J. McNamara, Ph.D., CFP®, for a real-time session with a volunteer as they look at his investment portfolio and his retirement plan. Justin McNamara, CFP® is a Certified Financial Planner with a passion for investment strategy and selection. Works with small businesses and owners, parents of college-bound kids, job changers, pre- and post-retirees. Michael J. McNamara, Ph.D., CFP®, is the Founder of McNamara Financial and a Certified Financial Planner. He’s semi-retired and works with legacy clients and select others. To schedule a visit with the team at McNamara Financial, please visit: https://mcnamarafinancial.com/contact McNamara Financial is an independent, family-owned, fee-only investment management and financial planning firm, serving individuals and families on the South Shore and beyond for over 30 years. COME SEE WHAT IT'S LIKE TO WORK WITH A FIDUCIARY. http://mcnamarafinancial.com/