|
|
You may be starting to build a foundation for a strong financial future and wondering what your next steps are. I can help you create a plan that incorporates the benefits of saving and investing, and lays the groundwork for a comfortable and meaningful retirement. Now is a good time to begin contributing to employer-sponsored options, such as a 401(k), or non-employer-sponsored retirement options such as traditional or Roth IRAs. Establishing a personalized RBC WealthPlan can also help you organize your financial goals and address any concerns. Select "Get started" above and I will connect with you on how we can plan for what's ahead.
Susan H. Stewart, CPM, JD, Taylor Stewart, CFP®, CIMA®
Vice President – Financial Advisor
Portfolio Manager – Portfolio Focus
NMLS # 1427378 through City National Bank
Individual CA License #0M87217
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863 Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
|