Wealthy By Choice: Choosing Your Way to a Wealthier Future

For over 30 years, as first a stockbroker and then a Certified Financial Planner® (often shown as CFP®), Ilene Davis has worked with clients with the underlying belief that Social Security, even combined with a pension, would not provide sufficient income for most of those clients to maintain their desired lifestyle for the rest of their life once they stopped working.

Based on that belief, her goal has been to help clients accumulate the personal assets (investments) they will likely need t...