The "Newark Airport" of portfolios and advisors

Gary Garland discusses the travel woes and causes of them at nearby Newark Airport (and how he got stuck in them). He then relates that to inefficient, frustrating, and obsolete retirement portfolios. Gary explains how mutual funds and some other tools just are not right for today’s market conditions and shares how products like annuities often better suit people. Gary also talks about red flags for inadequate advisors and why people should get an Integrated Wealth Solutions Second Opinion Service on their plans to see if they are carrying any dead weight.

Come to the next First Friday in the Integrated Wealth Solutions education center and meet Gary and the team. There is light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on July 11th. They also have “Taxes in Retirement” dinner seminars on June 12th and 17th. Call the office or email [e-mail] to learn more.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [e-mail] or send Integrated Wealth Solutions a message on Facebook!

See omnystudio.com/listener for privacy information.