In the Wall Street Journal, Stephen was asked for his best piece of advice for helping people achieve health, wealth or success. “Retirement investing has changed forever! No longer can you just hold and hope you have the right strategy. Are you worried that you may never be able to retire? Are you worried about running out of money in retirement? Forget about the past and start taking action today to make your dreams a reality. It’s 100% up to you,” remarked Lomsdalen.
Helping retirement minded investors create a plan for “conservative investing for a successful retirement,”
Ranked in the Top 1 percent of all Financial Planners in the world (based on sales production) through his qualification in the prestigious Million Dollar Roundtable – 2008 Top of the Table, the Washington State native takes a total wealth management approach that helps his clients achieve their financial goals by investing with an eye towards risk management; reducing their exposure to taxes; meeting their retirement income; and providing a plan to successfully transfer wealth to their children and grandchildren.
To read the full feature story about Stephen Lomsdalen, as seen on the online homes of CNBC, Morningstar, CBS MoneyWatch, The Houston Chronicle, The San Francisco Chronicle and others, please visit http://stephenlomsdalen.com/?
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