WealthFolio Advisors

WealthFolio Advisors WealthFolio Advisors was founded because we believe everyone deserves honest, personalized investment advice that helps you feel confident in your future.

Founders, Aly McFarlane and Michele are Fiduciaries who will always put your best interests first.

11/06/2024

Can a government employee retire at 60 with a million dollars? In this video, financial advisor Aly McFarlane breaks down the strategies and steps needed to achieve this ambitious goal, especially for women. Learn about smart investing, maximizing your pension, and tips for effective saving that can set you up for a comfortable retirement. Whether you're just starting your career or nearing retirement age, this expert advice is invaluable for any public servant looking to secure their financial future.

If you would you like to optimize your retirement benefits, or have concerns, and live in the Los Angeles - Orange County area, schedule a no-cost consultation with Aly McFarlane by calling 562-506-2944, or visit http://www.WealthfolioAdvisors.com.

11/04/2024

Discover how the Windfall Elimination Provision (WEP) could cost government employees up to $587 per month in Social Security benefits. Learn strategies to avoid this penalty, including secondary jobs that pay into Social Security. We break down the long-term financial impact of WEP and offer solutions for those affected. If you're a government employee over 55 in Southern California, watch this video to protect your retirement savings and maximize your Social Security benefits. Don't let WEP catch you off guard – get informed and take action today!

Are you concerned about your benefits and live in the Los Angeles-Orange County area? Schedule a no-cost consultation with Aly McFarlane by calling 562-506-2944 or visit http://www.WealthfolioAdvisors.com.

Address

111 West Ocean Boulevard Suite 400
Long Beach, CA
90802

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15624490159

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