From asset management to retirement planning, financial risk assessment to estate planning and insurance services, Retirement Geeks nationwide are dedicated to providing you with independent advice to help secure your financial goals and dreams. From inception to execution, the Geeks are with you every step of the way. To provide the highest caliber of personalized service, –from our Administrative Assistants to our CFP® certificants, CPAs, Ph.Ds, MBAs and Estate Attorneys –is committed to five professional standards:
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