Video Transcript
If you feel like you’re abandoned by your large brokerage firm, if you feel that you have no financial plan, if you’ve been sent to a call center, or if you just haven’t heard from your advisor in six months, I’m here to help and serve you. Hi. I’m Joseph Falbo, certified financial planner and president of Falbo Wealth Management.
Here at Falbo Wealth Management, we offer clarity, insight, and partnership, and planning for your financial and lifestyle needs in retirement. Sign up today for a free PDF copy of my workbook, Your Second Life. This booklet, co-authored by Barry LaValley of the Retirement Lifestyle Center, will help you understand the benefits of planning ahead to build the life that you want.