Listen "Happy 4th of July! Love, Thrive"
Episode Synopsis
What makes Thrive unique? Our process, our team work, our experience.
"Our unique process is really trying to completely understand the position of the person or people that we're sitting in front of. We don't take generalities. We want to know you. We want to know exactly what's going on. What's your fear? What's your strength? What's your concern? What do you got? Where do you want to go?"
"Our unique process is really trying to completely understand the position of the person or people that we're sitting in front of. We don't take generalities. We want to know you. We want to know exactly what's going on. What's your fear? What's your strength? What's your concern? What do you got? Where do you want to go?"
More episodes of the podcast Roadmap to Retirement by Thrive Financial Services
Navigating the "Golden Years"
18/12/2023
The Four D's of Retirement Planning
22/11/2023
Are you Prepared for Taxes in Retirement?
06/11/2023