What the Second Opinion Service is and how it helps people make better financial choices

Gary Garland of Integrated Wealth Solutions discusses the sheer uncertainty in the market and how to position a portfolio to perform in any condition. He also talks of the merits of Roth conversions and how they affect Medicare costs. Then Gary goes in-depth about how each person’s situation is different and how the Integrated Wealth Solutions Second Opinion Service does full x-rays of portfolios. Gary shares how he spends hours comparing plans, assessing their risk, and examining taxes and fees.

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 July 8th and 9th.  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!

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