If you’re about to retire, chances are you’re a little nervous about having enough money to live well in the years to come. You may even be afraid of running out of money entirely. You’re not alone.
As a financial advisor, John Manzella was quoted recently in the Oakland Eccentric’s December 31st, 2007 issue stating that, he often hears these similar concerns from people just like you.
John’s role is to help you direct your financial resources toward the financial goals that are most important to you. Together, you’ll develop a plan to address your retirement priorities and concerns, your ability to set money aside , and your changing lifestyle throughout retirement. The decision to conform to the plan is yours and John will be there to guide you every step of the way.
Call 1-248-390-3584 today and get started on a financial plan for your future.
Step One: Gathering information
• Listening/Fact Finding
• Goals, priorities and objectives are set
Step Two: Financial Analysis/Strategy Design
• Comparing where you are now to where you want to go
• Determining the best road to where you want to go
• Discuss specific recommendations for ways to achieve your goals
Step Three: Implement your plan
• Agreeing on the course of action
• Agreeing on the priorities
• Putting as much of the plan into action as soon as we can
Step Four: Reviewing and Updating your plan
Are the steps we’re taking getting you close to your goals?
Has your financial situation changed?
Have new tax laws, new products or other opportunities open a better way to achieve you goals?
"There is a right time for moving ahead with your life
plan and that time is now!"
- john manzella
