Clear, confident retirement guidance from Periscope Wealth Advisors
Located in Anaheim, CA, Periscope Wealth Advisors offers Retirement Masterclass programs led by Kevin, praised for clear, engaging instruction. Clients report thorough, approachable guidance that makes complex retirement topics easy to understand and translates into actionable plans. The program includes mailed books and a free post-class consultation with no sales pressure, helping attendees build a confident retirement path.
160 N Riverview Dr ste 101, Anaheim, CA 92808, USA
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An in-depth educational course covering financial management, investment options, and psychological aspects of retirement planning, presented in an easy-to-understand format.
A 45-minute one-on-one session to discuss your individual financial situation and goals, offering tailored advice without any sales pressure.
Personalized strategies for investment, savings, and long-term financial security, helping you build and protect your assets.
Assistance in defining and achieving your financial objectives, from retirement readiness to legacy planning.
Provision of books and handouts that complement our masterclasses, serving as easy references for ongoing financial learning.
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