During these past few years just about everyone has wondered about the viability of retiring - if they will be able or when. The economy is simply not in good shape and the next 3-5 years may be just as difficult.
If you are wondering about your investments or your overall retirement plan there is a solution. Or, at least someone I highly recommend to give you answers.
Give me a call and I will tell you about a friend of mine who handles our accounts. I trust this person with my life. He is the person I will rely upon to guide my wife should something happen to me.
No one can predict the future. But the best you can do is rely on someone who is experienced, works for a top rated company, has excellent products at their disposal and has a reputation for doing the right thing for their clients.
This is my friend in a nutshell.
Now is a great time to consider starting a Roth IRA Account. Your deduction can be tax deductible. If you already have a Roth or other IRA but are not satisfied, please contact us.
The Roth IRA specialist we recommend can help you design a plan tailored to your investment risk and needs.
My wife and I met with a retirement planner in 2010. This person really helped us sort out our financial goals and plans for the future. No matter how organized you may believe you are it is highly recommended that you use someone licensed and experienced in helping people with their finances and retirement planning.
Our financial planner has been in the investment and insurance field since about 1994 and has helped hundreds and hundreds of Arizona clients.
While we will not list their name here because of confidentiality reasons, we are happy to give you their name and phone number if you call our office.
If you have a current financial planner - when is the last time you met with them? If you never have met with a financial planner but are curious to know what advice and direction they can offer please contact me for more information.
I can guarantee you that our financial planner is open and honest. He is trustworthy. He will give you sound and solid advice. And he has access to some of the best investment products on the market if you have the need.
Call me.
Thanks!
Gary Brown, Agent
(480) 659-0229
P.S. Just a disclaimer that I am not securities licensed and receive no compensation for recommending or referring our financial advisor. I only believe he is excellent in his field and trust him to help my clients.
P.S. S. Choice Insurance of Arizona provides NO investment advice, counseling or products. However, we highly recommend someone who does.
