position your practice for the future. empower … … · financial advisors provide you with...

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As a tax professional, clients trust you to save them money. But many of them face an uncertain future as they approach retirement. We can help them, and help you. When you form an alliance with 65RETIRE ® , you gain valuable resources. Our experienced, unbiased financial advisors provide you with marketing tools that encourage clients to seek integrated investment solutions under your tutelage. This financial advisor is your partner, always respecting the special relationship between you and your clients. Let us help you promote your business the way you want. Create new revenue and referral streams. Strengthen client relationships. Click or call for an appointment now. TO LEARN MORE, VISIT 65RETIRE.COM/TAXPRO POSITION YOUR PRACTICE FOR THE FUTURE. EMPOWER YOURSELF TO DELIVER.

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Page 1: POSITION YOUR PRACTICE FOR THE FUTURE. EMPOWER … … · financial advisors provide you with marketing tools that encourage clients to seek integrated investment solutions under

As a tax professional, clients trust you to save them money. But many of them face an uncertain future as they approach retirement. We can help them, and help you. When you form an alliance with 65RETIRE®, you gain valuable resources. Our experienced, unbiased financial advisors provide you with marketing tools that encourage clients to seek integrated investment solutions under your tutelage. This financial advisor is your partner, always respecting the special relationship between you and your clients. Let us help you promote your business the way you want. Create new revenue and referral streams. Strengthen client relationships. Click or call for an appointment now.

To learn more, visiT 65reTire.com/Taxpro

POSITION YOUR PRACTICE FOR THE FUTURE. EMPOWER YOURSELF TO DELIVER.

Page 2: POSITION YOUR PRACTICE FOR THE FUTURE. EMPOWER … … · financial advisors provide you with marketing tools that encourage clients to seek integrated investment solutions under

23 Corporate plaza drive, Suite 150

Newport BeaCh, Ca 92660

POSITION YOUR PRACTICE FOR THE FUTURE. EMPOWER YOURSELF TO DELIVER.

To learn more, visiT 65reTire.com/Taxpro

Advisors of 65RETIRE® offer securities through Securities America, Inc., Member FINRA/SIPC, clearing through National Financial Services (NFS), LLC, member SIPC, a Fidelity Investments company. Advisory services are offered through Cooper McManus, a SEC Registered Investment Advisor. 65RETIRE®, NFS/Fidelity Investments and Cooper McManus are not affiliated with the Securities America companies. CA Insurance License 0B77357.

CHARLES F. FARRELLWealth Management Advisor

www.65reTire.com