You can access a pre appointment risk analysis here: www.riskexam.com
You can access a Social Security timing report here: www.whensocialsecurity.com
You can access a Retirement Tax Bill report here:
You can access your Schwab account, if you have been granted access, here: www.schwaballiance.com
Advisory services offered through Julien Planning, LLC a Registered Investment Advisory in the States of New Jersey, New York and Florida. Tax Services are offered through Julien Financial, LLC, an affiliated company. Insurance products and services are offered through Bruce Julien, an affiliated person.