Jeff Walters, CFP®
I am an early-retired financial planner with 20+ years of experience helping clients realize their financial goals. Over the years I have written and implemented hundreds of financial plans, helped many people transition from work to retirement, and professionally managed their multi-million dollar investment portfolios. Now I am trying out my own “retirement” for a while. In the meantime this is where I will be sharing my musings on wealth, markets, tax planning, investment strategies, and anything else that interests me. I hope you find this information valuable and it helps you on your own financial journey.
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