j
jeffdraper

Jeff

@jeffdraper

Retirement Guru

Verenigde Staten
Sommige informatie wordt in het Engels weergegeven.
Over mij
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.... Lees meer

Skills

j
jeffdraper
Jeff
offline • 

Bekijk mijn diensten

Pensioenadvies
I will create a statistical retirement projection for you

Werkervaring

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