• Several things to bring to your first advisor appointment

  • 2025/02/25
  • 再生時間： 15 分
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Several things to bring to your first advisor appointment

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  • Jimmy Lin and co-host Doug Turnbull talk about a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several important items to consider bringing. Jimmy speaks on the importance of having recent tax returns, paystubs, and info on investment accounts and policies. He also shares that people are welcome to speak to him that do not have those things in order, but how having more information allows his deep portfolio analysis to do more work. And Jimmy discusses his work in launching a YouTube channel, too.

    If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

    Follow us on social media: Facebook | YouTube

    See omnystudio.com/listener for privacy information.
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Jimmy Lin and co-host Doug Turnbull talk about a person’s first meeting with Jimmy and his team at RightPath Wealth Management. Jimmy talks about how the meetings are complimentary and casual, but that there are several important items to consider bringing. Jimmy speaks on the importance of having recent tax returns, paystubs, and info on investment accounts and policies. He also shares that people are welcome to speak to him that do not have those things in order, but how having more information allows his deep portfolio analysis to do more work. And Jimmy discusses his work in launching a YouTube channel, too.

If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000.

Follow us on social media: Facebook | YouTube

See omnystudio.com/listener for privacy information.
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