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RightBridge Financial Group
Keith Gebert, a Chartered Retirement Planning Counselor, is the founder and CEO of RightBridge Financial Group. He has passed the Series 65 Securities exam and holds life, health and annuity insurance licenses in New York, New Jersey and Florida. Before starting his own firm, Gebert had an award-winning career with New York Life, where he specialized in income planning for those 55 and older.
Picking funds and diversifying your portfolio isn't enough. You have to have a plan on dealing with taxes, too. You need to diversify your investments based on their different tax treatments.
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An experienced adviser will help you prepare your mind as well as your portfolio with some supportive hand-holding.