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Periscope Wealth Advisors
Asesoramiento claro y seguro para la jubilación, por Periscope Wealth Advisors.
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Business
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Asesoramiento claro y seguro para la jubilación, por Periscope Wealth Advisors.
Ubicado en Anaheim, California, Periscope Wealth Advisors ofrece programas Masterclass de Jubilación dirigidos por Kevin, elogiados por su instrucción clara y atractiva. Los clientes reportan una orientación exhaustiva y accesible que facilita entender temas complejos de la jubilación y se traduce en planes accionables. El programa incluye libros enviados por correo y una consulta gratuita después de la clase sin presión de ventas, ayudando a los asistentes a construir una trayectoria de jubilación con confianza.
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Un curso educativo exhaustivo que cubre la gestión financiera, opciones de inversión y aspectos psicológicos de la planificación de la jubilación, presentado en un formato fácil de entender.
Una sesión individual de 45 minutos para analizar su situación financiera y sus objetivos, ofreciendo asesoramiento personalizado sin presión de ventas.
Estrategias personalizadas para la inversión, el ahorro y la seguridad financiera a largo plazo, que le ayudarán a construir y proteger sus activos.
Asistencia para definir y alcanzar sus objetivos financieros, desde la preparación para la jubilación hasta la planificación del legado.
Provisión de libros y folletos que complementan nuestras clases magistrales, sirviendo como referencias fáciles para el aprendizaje financiero continuo.
Calificación general
Rena Smith
Kevin Campbell’s Retirement Master Class was excellent! With a recent inheritance and not a lot of financial experience on our end, the information was timely, thorough and easy to understand. Kevin’s presentation was professional easy to follow. He is knowledgeable, personable and responsive to all questions presented to him. The two books that came in the mail helped integrate the information presented in the online training and is an easy reference. We also participated in the free consultation where I was able to ask personal questions related to our individual situation – this was very valuable too! I highly recommend this training to anyone needing to increase understanding of financial management and setting goals for the future.
Holly Cooper
Kevin's Retirement Planning Masterclass is well worth the time and very reasonable cost! I was a bit skeptical at first but this class came recommended to me by someone I respect, and I'm so glad I took the plunge -- I learned so much and feel like I have a much more concrete plan now. Kevin is extremely knowledgeable about not just the financial side of retirement but also the psychological blocks that can cause us to get in our own way. He presents complex information in a very approachable way, and clearly has a passion for helping people plan for their future. It's clear that Kevin truly cares. Absolutely zero sales, even in the free post-class consultation he offers. I'm deeply grateful and can't recommend this class and Kevin enough!
julie scornaienchi
I recently completed a retirement masterclass and couldn’t be more pleased with the experience. The teacher was incredibly knowledgeable and engaging, making complex topic’s easy to understand. The course material was well-structured and highly informative. I feel much more prepared for my retirement journey thanks to this class. Highly recommend!
Christie Martinez
The Retirement Masterclass led by Alex was so informative and was presented in a way that I had not heard before. My husband and I have decided to continue to work with the team to prepare for our retirement. Recommend the class highly.
John Huckins
My wife and I have no idea how a mailer for The Retirement Masterclass found its way into our mailbox. To be honest, my initial reaction was "more junk mail and somebody wanting our money". However, after reading thoroughly and placing a phone call to the SLO office, we decided to jump in and attend both sessions. We know that there's a lot more information out there on investing and retirement planning than we'll ever learn. We have known for some time that we need to discuss our finances with a financial planner, but didn't know who. This class, with Kevin as our teacher, handouts and books to review, and a 45 minute free consultation afterwards, was JUST what we needed and more than we hoped for. We loved Kevin's demeanor, teaching/coaching style, his obvious expertise, and approachability. By the time we ended our personal 45 minute session, both of us believe we can move forward armed with knowledge, a better understanding of investment options, and at least the start of updated financial planning. Thanks Kevin!!
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