FAQ About Cfp Rma Ces Nicholas Bunio

• What is Cfp Rma Ces Nicholas Bunio's address?

  Cfp Rma Ces Nicholas Bunio is located at
  Greater Philadelphia, Greater Philadelphia, United States

• What is Cfp Rma Ces Nicholas Bunio's job title?

  Cfp Rma Ces Nicholas Bunio is a ✅I want to help you, so let's break the ice! Sign up now for your FREE, 30-Minute, Retirement Strategy Call using my calendar link in my contact info above! ✅ MY STORY: My grandmother was taken advantage of by an "advisor" while she was retired. This person was not a fiduciary and did not act in her best interest. She lost tens of thousands of dollars and had years of heartache! Seeing this, I knew I never wanted someone else to have to go through this. This is why I decided to devote my career to retirement planning. While my grandmother is no longer with us, I know everyday I'm helping my clients to retire better! WHAT I DO: 📈 First, I only help those who want to be helped! I won't annoy, hound or beg for your business! I’m also a CERTIFIED FINANCIAL PLANNER helping teachers, doctors, nurses & federal workers (50+) to plan for a more confident retirement. Including, what to do with their free time! HOW I HELP: 👍 As a fee-based advisor, I strive to educate my tight-knit group of clients to help them to retire right. Everyone's retirement is unique, which requires careful, tailored advice to help answer questions like: ✔️Are you a fiduciary? Does your advice come with conflicts of interest, hidden fees, and is appropriate for me? ✔️Do I have enough to retire now or years later? How long will my assets last? ✔️When should I (and my spouse) start Social Security? ✔️How do I get income from my assets? Is my asset allocation appropriate for me (and spouse)? ✔️How do I lower my taxes? Is a Roth conversion appropriate? ✔️How much will healthcare cost me and my spouse? What about long-term care and Medicare? ✔️What will happen when I'm gone? Will my spouse be OK? How do I give money to my family and/or charity responsibly? I'm always proud to answer these questions, because I know my advice benefits my clients. I also strongly believe in educating my clients as to the pros and cons to any investment or financial decision. Want my help? I always conduct free, 30-minute strategy call. On this informal call, we break the ice and get to know each other (who you are as a person & what your future goals are). I do this because I believe in building trust first. And then we can strategize to begin to create a retirement action plan. Remember, you're never a "number" to me! MY PERSONALITY: I'm easy going and love to laugh! Why? It's to put you at ease! Let's face it, most people would rather see their dentist than speak to a financial advisor! I'm passionate about what I do! 🐶 PS- My German Shepherd's name is Crystal 😊

• What industry does Cfp Rma Ces Nicholas Bunio currently work in?

  Cfp Rma Ces Nicholas Bunio currently works in the Retirement Wealth | Bunio Consulting |

• Which languages does Cfp Rma Ces Nicholas Bunio speak?

  No Languages Available

• Which industries has Cfp Rma Ces Nicholas Bunio previously worked in?

  Cfp Rma Ces Nicholas Bunio has prior
  experience in the following industries:
  Cardinal Wealth | Ellis Investment Partners | Valley Forge Consulting

• What is Cfp Rma Ces Nicholas Bunio’s work experience?

  Cfp Rma Ces Nicholas Bunio has the following professional experience:
  Retirement Wealth | Bunio Consulting | Cardinal Wealth | Ellis Investment Partners | Valley Forge Consulting

• How can I find Cfp Rma Ces Nicholas Bunio on LinkedIn?

  You can view Cfp Rma Ces Nicholas Bunio’s LinkedIn profile at LinkedIn URL

• What are Cfp Rma Ces Nicholas Bunio’s work email addresses?

  Cfp Rma Ces Nicholas Bunio’s work email
  addresses are
  nbunio@retirementwealthadvisors.com

• What company does Cfp Rma Ces Nicholas Bunio work for?

  Retirement Wealth | Bunio Consulting |