NAVIGATOR | Spring 2023
Client Spotlight: The Road to Retirement
In this edition, we share the inspiring journey of Dr. David Sowden and Dr. Lori Santos as they build a fulfilling, healthy, and financially secure retirement on their own terms.
Read their story in The Navigator.
Click on the image to read the full newsletter.
Connect with Us
If you have any questions or would like to discuss anything related to the Navigator, our Portfolio Managers and dedicated team members are here for you. Feel free to reach out, and let’s navigate the markets together.
Your team at OceanFront Wealth Inc.
