Stacey drops in at the offices of Pelleton Capital Management in #scottsdale and chats with Charles C. Scott AIF®, CDP®, about the puzzle pieces that make up a comprehensive financial plan with an eye on retirement.
Charles takes us through their processes, what they do, and how this benefits seniors and adult children, helping their senior loved ones plan for 'one day.'
For more trusted senior resources, advice, or recommendations, contact us at Senior Resource Connectors today!
Call us: 602) 698-9720
Visit us online: www.seniorresourceconnectors.com