In this inaugural episode of 'A Slice of Advice', host Kelton Burgess, a wealth advisor and founder of Cranberry Wealth, discusses the importance of retirement planning and the role of financial advisors. He shares his journey from law to finance, emphasizing the need for personalized financial advice and the common misconceptions people have about working with advisors. The episode aims to educate listeners on how to prepare for retirement and choose the right financial advisor for their needs.
Click here to schedule an appointment with Kelton and his team or call 724-766-8853.
See omnystudio.com/listener for privacy information.
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