RL

Randall Lorenzo

Chief Operating Officer / EOS Integrator

Financial & Tax Architects

Denver, Colorado


Contact Information

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Company Information

Company
Financial & Tax Architects
Industry
financial services
Employees
32.0
Seniority
C suite

Technologies

Outlook Microsoft Office 365 InfusionSoft Remote

Keywords

financial planning financial services retirement planning retirement strategoes retirement management investments investment management fiduciary financial risk management financial advisor tax strategies social security income for life fiduciary services risk management retirement education hands-on classes legacy planning financial security retirement income financial literacy retirement workshops nashville retirement class st louis retirement class financial solutions complimentary consultations investment strategies goal-based planning portfolio performance retirement resources class registrations financial analysis wealth management personal finance education educational webinars long-term care planning retirement strategies financial objectives risk tolerance market fluctuations personal finance coaching retirement goals client relationships tax planning financial assessment social security benefits investment objectives client advisory financial resources tax reduction analysis retirement seminars financial independence legacy benefits financial confidence

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