Previously known as FloridaDoug-HQ. Member since 2017.”The portfolio doesn’t have to survive you. You are the end point. It needs to survive for you.” – The Philosophy of the Wealth and Legacy Optimization retirement plan.We are entering retirement focused on high-quality assets supporting a portfolio delivering exceptional Income, Growth and Resiliency. My focus is navigating the retirement pathways, sharing solutions, and providing clarity over complexity, for the average investor. Common sense, flexibility, simplicity and results reside here, along with a healthy sense of humor.I am not a registered financial advisor and my work is for educational purposes only. Readers need to do their due diligence.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of GPIX, GPIQ, MLPI, CHPY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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