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
Retired Investors Alert | Event-based Portfolio ManagementOctober 14, 2014
Retired Investor Alert|Life Happens In Real-Time, So Should Your Portfolio ManagementSeptember 25, 2014
The Coming Great Retiree Crisis: How to Survive and Thrive In Your Golden YearsJuly 22, 2014
The Coming Great Retiree Crisis: Take Action To Survive and ThriveJuly 22, 2014
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Annuity salespeople certainly know how to deliver a persuasive sales pitch. But this report is designed to give you the other side of variable annuities, the variable annuity story.
Retirees are scared. They do not know what to do with their investments. It doesn’t have to stay that way. I’m going to reveal an entirely new approach to investing that can give retirees a renewed confidence and assurance to feel comfortable. a