j
jeffdraper

Jeff

@jeffdraper

Retirement Guru

Estados Unidos
Parte de la información aparece en idioma inglés.
Sobre mí
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.... Lee más

Habilidades

j
jeffdraper
Jeff
desconectado • 

Revisa mis servicios

Asesoría sobre jubilación
I will create a statistical retirement projection for you

Experiencia laboral

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