Jordan Bilodeau, CFP®, partnered with KevinMD.com to share information about retirement planning and how the sequence of returns risk (SORR) can affect your plans. Remember, it’s impossible to predict the future or foretell the market environment when you are ready to retire. Yet, timing can profoundly affect your ability to sustain your income if you plan to withdraw your accumulated assets systematically.
Check out the article on KevinMD.com here > KevinMD.com- Retirement planning: Understanding sequence of returns risk
As the Director of Financial Planning for Spaugh Dameron Tenny, Jordan applies his academic and practical experience in the creation and maintenance of the firm’s financial plans, as well as coordinating research efforts for products and strategies that may benefit clients. Originally from Canada, Jordan came to Charlotte on a golf scholarship where he attended Queens University of Charlotte. In addition, Jordan has a Master’s degree in Wealth and Trust Management.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.→ Check the background of your financial professional on FINRA'S Broker check