WEALTH MANAGEMENT CPAs presents…
Published March 28th, 2023
Bruce & Julia – Client Spotlight
Bruce and Julia are have been clients of Wealth Management CPAs for over a decade, and they are looking forward to retiring soon! We sat down with them for an interview, to uncover their unique perspective when it comes to retirement, and how our firm has helped them reach this point in their life.
Retirement, Relevancy and Traveling
In this video, Bruce and Julia discuss what their life will look like when they’re retired, their travel plans and what “freedom” means in their lives.
Exercising and Aging
In this video, Bruce talks about the value of staying active in retirement. and how so many activities can go a long way for preserving your health as you age.
Exercising and Aging
In this video, Bruce talks about the value of staying active in retirement. and how so many activities can go a long way for preserving your health as you age.
A Great Deal for Anyone Age 62+!
In this video, Bruce talks about how getting an $80 National Park Pass opened up all kinds of travel opportunities for him and his family.
Hobbies Are Important
In this video, Bruce discusses what hobbies can add to your life as a retiree, and why it’s better to take up a hobby before you retire. He also tells a story about two of his neighbors, who took the initiative to get in shape and hike regularly.
Hobbies Are Important
In this video, Bruce discusses what hobbies can add to your life as a retiree, and why it’s better to take up a hobby before you retire. He also tells a story about two of his neighbors, who took the initiative to get in shape and hike regularly.
This testimonial was given by two current clients of Wealth Management CPAs, LLC. The persons giving this testimonial were directly solicited by Robert Beck, an affiliate of Wealth Management CPAs, LLC. They were not compensated for this testimonial.
Our firm provides comprehensive guidance through life’s milestones.
Our clients rely on us for a number of different reasons. Some are looking to learn, so they can navigate their financial decisions head-on, with an informed perspective. Others prefer to be less involved in the planning process, and ask our firm to “take the reigns” when it comes to the complexities of their financial life.
In any case, our objective remains the same—TO BUILD WEALTH—to protect your present and empower your future.
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