How a team of Financial Advisors are reimagining Retirement Planning

ANAHEIM HILLS, Calif., Dec. 6, 2022 /PRNewswire/ — Alex Goldberg, CFP® and Kevin Campbell, CFP® a short while ago broke absent from a large Broker-Supplier in the monetary industry to uncovered Periscope Prosperity Advisors – an independent company that is revolutionizing Retirement Preparing.

Periscope Prosperity Advisors : Revolutionizing Retirement.

Following a decade of Economical Organizing, Alex and Kevin arrived to two significant realizations:

  1. Their enthusiasm is aiding men and women who are nearing retirement or already retired.

  2. They needed to build their have firm designed precisely with people people in thoughts – from the ground up.

More than the subsequent 3 decades, Alex, Kevin, and Associate Advisor Ian Wardle determined every characteristic of the Broker-Supplier landscape that constrained their means to build their vision and reworked each of them.

This led to the founding of Periscope Prosperity Advisors, a organization headquartered in Orange County, CA and an additional office in San Luis Obispo, CA. Periscope Prosperity Advisors exclusively serves the retirement community and their people with remarkably personalized arranging and a chopping-edge consumer practical experience.

“Our top rated precedence is creating absolutely sure that clientele not only know that they will be at ease in retirement, but also know how amazing their retirement can be when they put into practice thoughtful scheduling” says Periscope Wealth Advisors Co-Founder Kevin Campbell, CFP®.

The retirement planning field and consumer anticipations are altering. “Most of our shoppers arrive from other advisors, usually with large Broker-Sellers, and are accustomed to only discussing investments. We help them fully grasp that they want and are worthy of so considerably a lot more. When your portfolio is a important piece of your retirement prepare, there are so several other considerations and challenges that retirees face that call for organizing – taxes, earnings preparing, estate planning, authentic estate conclusions, pension tactics, the record goes on and on. We feel to truly provide our clientele at the maximum stage, we have to have to help guideline them as a result of every single of these selections and troubles” suggests Periscope Wealth Advisors Co-Founder Alex Goldberg, CFP®.

By combining revolutionary retirement and investment scheduling technological innovation with a thoughtful and personalised tactic, Periscope Wealth Advisors is altering the expectations that retirees have for their advisors. The days of fiscal advisors charging a charge to watch a portfolio and meet up with as soon as for each yr to communicate about the market look to be coming to an finish.

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