Posted By T. Lee Sherbakoff, CPA/PFS, CFP® on Jul 30, 2018
Most baby boomers will face seven key events in their last stage of life that will color their finances and investments. Prepare for these events by thinking about them now.
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T. Lee Sherbakoff, CPA/PFS, CFP®
In his role as Financial Advisor, Lee Sherbakoff specializes in creating and executing financial plans that lead to sustainable long-term, real life returns in order to meet his clients’ deepest and most important financial goals and objectives. Lee is committed to his clients and offers independent, non-conflicted financial advice, strong ethical practices, and a profound duty to service.