j
jeffdraper

Jeff

@jeffdraper

Retirement Guru

États-Unis
Certaines informations sont présentées en anglais.
À propos de moi
Over two decades of experience in retirement planning. This includes investment analysis, retirement projections, and income drawdown optimizations. I can evaluate your current retirement portfolio for fees and performance, and if it is appropriate for your age and risk tolerance. I can also create a retirement projection to see if you are on track to achieve your goals.... Plus d’infos

Compétences

j
jeffdraper
Jeff
hors ligne • 

Voir mes services

Conseil en matière de retraite
I will create a statistical retirement projection for you
De150 $US / projetPlus de détails

Expérience professionnelle

Planning

401(k) Advisor

Planning

Jun 2021 - Present • 5 yrs 5 mos

Advise 401k plan participants on investments and if they are on track for their goals