Kickstart your QCD planning TODAY!

I'm a CERTIFIED FINANCIAL PLANNER™ and owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor based in El Dorado Hills, CA.

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Retirement planning and taxes can be confusing and intimidating. With my straightforward guidance, you can have a plan designed around YOU!

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• Age requirements
• Distribution limits
• Qualified charitable beneficiaries
• The effect of account contributions
• Step-by-step reporting process

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