The Sequence of Returns
WHAT EXACTLY IS THE “SEQUENCE OF RETURNS”? The phrase describes the yearly variation in an investment
Retirement Planning. Do It Right.
Locally Owned & Operated since 1990
Randall Wealth Management Group has taken the time to identify these needs and develop a specific Retirement Income Plan and Financial Advice to help meet these personal retirement goals, along with any other needs that are present.
We are a family-owned and ran company in Long Beach. We personally help our clients with their investment and retirement needs.
We recognize that each individual has different Retirement Income, Investment, and Lifestyle needs.
We email our friends and clients several monthly articles that may apply to their needs and concerns. We also send a bi-monthly family newsletter to keep everyone updated on what the family has been up to.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Our goal is your success. Below are some resources to help you have a successful financial future.
WHAT EXACTLY IS THE “SEQUENCE OF RETURNS”? The phrase describes the yearly variation in an investment
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may
Your degree of happiness in your “second act” may depend on some factors that don’t
We can help you address your needs of today and for many years to come. We look forward to working with you.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Randall Wealth Management Group and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review, a Registered Investment Adviser. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office:125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures