COOKIE CUT THIS!How can you retire if your financial advisor treats you the same way they’d treat anyone else?
In Cookie Cut This!, retirement income specialist Steve Caruso empowers his readers to keep avoiding model portfolios and other cookie-cutter solutions. As an advisor with more than 20 years of experience, Steve collaborates with families to craft unique retirement income strategies to meet your needs. Through his disciplined process, Steve creates retirement distribution plans that are designed to provide you with the tool you need to engage with retirement on your terms. Don’t settle for anything less—learn how an appropriate retirement distribution strategy can set you on the road to retirement readiness today. |
|
Don't miss out! Purchase your own copy of Cookie Cut This! today!
|
About the Author
Stephen Caruso, JD, is the President and Founder of New York City–based Laurel Wealth Solutions. He is affiliated with Belpointe Asset Management as a Senior Wealth Manager and has more than 20 years of experience. Stephen specializes in retirement-distribution strategies and estate planning. He gives unbiased recommendations and strives to educate clients on financial issues such as covering essentials, maintaining lifestyle, preparing for the unexpected and leaving a legacy.
Stephen is a sought-after speaker and has been brought in to train advisors at some of the largest financial firms and insurance companies. He presents all around the country at universities and prestigious venues, such as the United Nations. He holds a Bachelor of Science from Tulane University, his Juris Doctor from Concord Law School and is a non-practicing member of the California Bar Association.
Stephen is a sought-after speaker and has been brought in to train advisors at some of the largest financial firms and insurance companies. He presents all around the country at universities and prestigious venues, such as the United Nations. He holds a Bachelor of Science from Tulane University, his Juris Doctor from Concord Law School and is a non-practicing member of the California Bar Association.
Are you prepared for retirement?
You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.
|
|
