DAVID EDWARDS - Wealth Advisor, Heron Wealth, New York on The Glide Path to Retirement

Feb 23, 2018 · 19m 43s
DAVID EDWARDS - Wealth Advisor, Heron Wealth, New York on The Glide Path to Retirement
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Speaking about 'The Glide Path to Retirement,' David Edwards, Wealth Advisor, President and Founder at Heron Wealth joined Radio Talk Show Host, Stewart Andrew Alexander for an insightful and informative...

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Speaking about 'The Glide Path to Retirement,' David Edwards, Wealth Advisor, President and Founder at Heron Wealth joined Radio Talk Show Host, Stewart Andrew Alexander for an insightful and informative conversation on the Impact Makers Radio Show, “Let's Talk Retirement!” series.

Edwards spoke about how being a Wealth Advisor ignites his passion for helping executive families to gain more clarity around their investment and retirement options, as well as issues surrounding last-minute retirement planning, incorrect asset allocation and having too much wealth tied up in single assets.

In a behind the scenes conversation with Radio Talk Show Host, Stewart Andrew Alexander, Edwards explained, “Our client relationships can last for many years, often for a lifetime. Two decades ago most people began looking at their retirement options in their fifties and sixties. These days, we not only work with our clients' children but also many other younger professionals in their thirties and forties who want financial planning services to make sure they can lead the life they want and retire comfortably.”

To find out more about David Edwards, visit: http://www.HeronWealth.com

To hear the full interview on Impact Makers Radio, visit: https://ImpactMakersRadio.com/David-Edwards
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Author Impact Makers Radio
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