I already have substantial assets and am doing quite well financially. Can you help me?
Yes! I offer many services for people who need more sophisticated financial planning and investment advice.
If one of your goals is to simplify your financial affairs or reduce the amount of time you spend managing your investments, my ongoing retainer program might be right for you. If you are looking for a professional review or a second opinion to ensure you are on track, I can provide that service.
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Annuity ABC's While these insurance products can be complex and confusing, annuities can provide steady income at lower risk. Tom Roberts, CFP®, will help you understand the different varieties, costs and options, so you can decide if an annuity is right for your situation. Free. Information and RSVP at StraightTalkSarasota.com or 927-9590. Tuesday, May 22, 5:30 - 6:30 p.m., Fruitville Public Library, 100 Coburn Road, Sarasota. |