Giles K. Almond, CPA/PFS, CFP

SAN DIEGO

92127-3851

Financial adviser with Matrix Wealth Advisors in Charlotte, NC.

Articles

Prepare your portfolio for retirement

Article

Many physicians can recall their "I'm outta here moment," when they decided to retire. Once you've hit that point, make some financial adjustments so that your transition to the easy life is a smooth one.