OUR FREE BOOKS REVEAL:
7 SECRETS TO A SMART RETIREMENT PLAN
LESSONS FOR ENGINEERING A SUCCESSFUL RETIREMENT.
Science, math, AI and programming methodologies can contribute to optimizing portfolio returns.
Of course, if you’re close to or in retirement, understanding and mitigating risk is as important as the return.
How will you ensure you’re properly balancing both for income?
The US Wealth Advisors is a registered investment advisor with the states of MD, VA, DE, and OH and only transacts business in states where it is properly registered, or notice filed or excluded or exempted from registration requirements. J’Neanne Theus is an authorized representative with Howard Capital Management LLC (HCM) and the returns shown are HCM’s aggressive SDBA allocation for 401K’s. Past performance may not be indicative of future results.
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My FREE Book, "7 Secrets to A Smart Retirement Plan" – reveals the 7 lessons to save your retirement.
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About the Author:
J'NEANNE THEUS
J’Neanne is the founder of Marathon Financial Group, LLC, a Registered Investment Advisory fiduciary firm doing business as Theus Wealth Advisors, and has been a financial planner since 2004. She is also a veteran who served as a Naval Officer for 21 years.
She is the author of ‘Rescue Your Retirement’, a quick and humorous compilation of topics covered in the Retirement Income Planning Course she teaches at the local community college, as well as a more philosophical book – "Retire Abundantly". She was written articles for the Baltimore Business Journal and other media, and was selected a 5-Star Wealth Advisor for six years running.
J’Neanne is a mother of four, a retired Naval Intelligence Officer – which makes her a ‘recovering analytic’- and an ‘old and busted’ athlete who swims and bikes so she can eat Rice Krispie treats without feeling guilty. She also exercises the right side of the brain by singing in the church choir.
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Science, math, AI and programming methodologies can contribute to optimizing portfolio returns. Of course, if you’re close to or in retirement, understanding and mitigating risk is as important as the return. How will you ensure you’re properly balancing both for income?
The US Wealth Advisors is a registered investment advisor with the states of MD, VA, DE, and OH and only transacts business in states where it is properly registered, or notice filed or excluded or exempted from registration requirements. J’Neanne Theus is an authorized representative with Howard Capital Management LLC (HCM) and the returns shown are HCM’s aggressive SDBA allocation for 401K’s.
*Past performance may not be indicative of future results.
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