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The Retirement Compass
by Stonebridge Wealth Systems
Jeff and Tim broke away from big corporations to help get families closer to their dreams. They understand the financial sector is complicated by design, and want to simplify concepts that will most benefit their clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, they strive to help our community make decisions confidently and step into the life they envision for retirement.Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. They're focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.For more information or to get your own questions answered, call or text (866) 295-5146
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ABOUT THIS SHOW
Jeff and Tim broke away from big corporations to help get families closer to their dreams. They understand the financial sector is complicated by design, and want to simplify concepts that will most benefit their clients and maximize financial gain. By offering sound, holistic advice and personalized financial plans, they strive to help our community make decisions confidently and step into the life they envision for retirement.Each week, the duo reveals the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. They're focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.For more information or to get your own questions answered, call or text (866) 295-5146
HOSTED BY
Stonebridge Wealth Systems
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