Jeff Voudrie: Wealth Protection & Retirement Income Advisor
Who is Jeff Voudrie?
As your retirement income advisor I will take the time to learn about your investment history and how past market events have affected you because that will help me to get a better feel for your “comfort zone” when it comes to risk.
Retirement Income Management
I help people in their 50’s and 60’s successfully manage their money in a way that fits with their values and gives them peace of mind so they can concentrate on more meaningful pursuits. Our clients have discovered an entirely new way to invest.
My approach to private wealth management integrates investment and insurance management with financial, tax, and estate planning to meet the special financial needs of successful retirees and near-retirees.
This Is YOUR Retirement Income
I work with you to identify the things in life that are most important to you and seek to give you the financial ability to pursue them in the following areas (and more):
- Ongoing Retirement Income Monitoring and Planning
- Generational Estate Planning
- Dynamic Responsive Portfolio Management
- Daily Portfolio Monitoring
- Portfolio Manager-On-Demand
National Security Investment Consultant Institute: Protecting Retired Investor’s In a High Threat EnvironmentNovember 24, 2014
Jeff Voudrie’s Weekly Stock Market Commentary – Nov. 17th, 2014November 17, 2014
Pre-packaged Investment Products are NOT What They SeemNovember 13, 2014
Jeff Voudrie’s Weekly Stock Market Commentary – Nov. 3rd, 2014November 3, 2014
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