Return Lock

No Cost / No Obligation

A casual conversation over breakfast with no more than twenty-five guests, led by Paul Grant Truesdell, J.D., AIF, founder of Truesdell Wealth, Inc. Paul will share his insights into the advantage of The Return Lock Portfolio. Those who are concerned about the drop in inflation, falling CD rates, or sudden and prolonged drops in the market, must attend. He’ll discuss the logic behind this conservative, straightforward asset allocation approach, free from confusing jargon approach to investment management.

Casual conversations are designed for retirees who want to understand the stability and clarity of the U.S. Military in today’s complex financial landscape. Paul will also introduce the Holistic Organized Wealth℠ (HOW) services offered by Team Truesdell, explaining how their approach help retirees manage The Seven Components of Wealth (The Seven COWS) efficiently, effectively, and confidently.

Casual conversations are a clear, practical way for Team Truesdell to introduce prospective clients to the services of the firms; spanning the five decades, from the 80s through the 2020s.

Reservations Required - Call or Text 212-433-2525 or 352-612-1000

Use the form below to start the process. A confirmation call will come from either 212-433-2525 or 352-612-1000.

The Stone Creek Grille is attached to the Stone Creek Golf Club and is available to the public. The entrance is before the guard gate on the right (east) side.