📈 Do you want to set yourself up for financial success in retirement? Join me for an enlightening discussion with Chris Latham as he shares insights into creating a personalized financial plan for the everyday retiree. Discover the key components of a comprehensive financial plan, including retirement planning, investment management, risk management, estate planning, and more. Whether you’re starting early or making a plan later in life, this episode provides valuable tips to guide you toward a secure financial future. If you’re looking to enhance your retirement financial strategy, this conversation is a must-listen! 🚀💰

Links

Offer

20% off a Wealth Planning (Fundamental, Standard, or Premium levels).
Basic rates before the 20% discount are listed in the link below:
https://www.lathamwealth.com/transparent-pricing

Meet Chris

Chris Latham is a CFP, working in Long Beach, CA. Chris first started working in finance in 1995 and started his own financial practice in 2004. He has had great success through organic growth and honest practice methods. Chris’s clientele ranges from school district faculty to business owners, and entrepreneurs. He has a personal relationship with each of his clients and has many second-generation clients.

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