As a financial professional who has worked with many people preparing for and actually experiencing retirement, it’s really more like a “new beginning,” another exciting stage in life. That is . . . for those who are well prepared.
I would like to talk with you about what you want to do when you retire. I can help you organize your finances so you’re better prepared for your new beginning. The most satisfying part of my job is helping people enjoy retirement as a result of thoughtful and timely preparation.
Finding a financial consultant who you trust can sometimes be difficult. In all honesty, personalities play a key role in the relationship. Of course, you will want someone who is experienced and knowledgeable, that’s a given. But you will also likely want someone who will take the time to really understand what’s important to you. And, where you meet should be convenient to you.
I would love the opportunity to get to know you and give you a chance to learn how I can help you plan for, and manage your money during, retirement. Of course, your consultation is free and there is absolutely no obligation on your part. Call today at (330)673-2988 to schedule a visit. I look forward to meeting you!
Don’t let another day go by without knowing how much you need to save for your new beginning. Call today!
Securities America and its representatives do not provide tax or legal advice. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor for the latest IRS rulings and specific tax advice, prior to undertaking an investment plan. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.
Diversification can be thought of as spreading your investment dollars into various asset classes to add balance to your portfolio. Although it doesn’t guarantee a profit, it may be able to reduce the volatility of your portfolio.