Jay Forgione discusses retirement planners vs traditional wealth management firms
Listen to the interview on the Business Innovators Radio Network: Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms – Business Innovators Radio Network
Forgione, owner of Summit Retirement Solutions. Jay shares his unexpected journey into the financial services industry, which began during the economic crisis of 2008. After experiencing a career change, he discovered a passion for helping individuals navigate the complexities of retirement planning. Jay discusses the unique challenges that clients face in this area and how he decided to go independent 15 years ago to better serve their needs.
Retirement planning is a multifaceted process that extends beyond mere wealth management. As discussed in the podcast episode with Jay Forgione, owner of Summit Retirement Solutions, effective retirement planning necessitates a comprehensive approach that encompasses several critical areas: taxes, retirement …