Rate My Retirement - Episode 1 (Gary & Patrice Case Study)

In the inaugural episode of Rate my Retirement, we introduce you to the President of Bridgeriver Advisors, Dan Casey, who brings a wealth of retirement planning expertise to the show. As a retirement planning strategist, Dan brings a unique perspective to his client interactions. He simplifies the financial landscape, so clients understand exactly where their money is going and how it's effectively working for them with the lowest fees possible. In this inaugural episode, Dan explores Gary and Patrice's current retirement strategy and the options their plan provides them. Through careful thought and consideration, Dan not only showcases the pros and cons of their plan, but also provides clear recommendations on how to proceed and maximize every dollar at their disposal. So sit back, relax, and enjoy our first case study that is bound to leave you with some lessons learned! Want to see where I'll be speaking live? Visit www.bridgeriverllc.com for locations. Would you like to book a phone call, zoom or in office appointment? Call (248) 785-3734 or access Dan's calendar by clicking https://www.calendly.com/bridgeriver and make your own appointment.