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Peeyoosh Agrawal
myFin Advisor
Retirement Adviser
This financial advisor operates on a commission basis, providing services at no direct upfront cost to you, but is compensated by product manufacturers, which may create an incentive to recommend products with higher payouts.
Contact Information
Client Focus & Services
Best suited for
Pre-retirees planning their exit from the workforce and recent retirees managing their retirement income. Individuals approaching retirement age (55+) who need help with retirement income strategies, Social Security optimization, and ensuring their savings last throughout retirement.
Problems solved
Retirement income planning, Social Security optimization, required minimum distributions, retirement budget creation, longevity risk management, pension decisions, healthcare cost planning, withdrawal strategy optimization, inflation protection, tax-efficient retirement distributions.
What this advisor does NOT do
This advisor does not sell products with undisclosed commissions. They do not provide guaranteed returns or principal protection. They do not offer tax return preparation or legal document drafting. They do not provide speculative trading advice. Some products may involve commission-based compensation which may create potential conflicts of interest.