If you’re changing jobs, leaving your job, or retiring and you have a qualified retirement plan, you’re facing important decisions about your future financial security.
And, if you’re like most people, you may not have paid much attention to your funds, other than glancing at the plan’s quarterly reports – and possibly watching your portfolio shrink from its highs a couple of years ago.
Now is the time to consider taking action again regarding your financial future. More than ever, you can have greater control over your money and investments. Advances in technology and the wide range of available investment programs today make it easier than ever to be decisive about your financial plan.
I can help. As an independent financial advisor, I can offer you professional guidance and objective advice about reinvesting your funds and keeping your retirement plan on track. My association with LPL Financial, the #1 independent broker/dealer in the country*, affords business owners like me the resources to assist clients in pursuing their financial goals responsibly and effectively.
With increasing uncertainty in today’s financial markets, these are the times when you most need counsel and reassurance. I will call you in the near future to invite you to my office and discuss the options available to you at no cost or obligation. In the meantime, please feel free to contact me if you have any questions at
(408) 244-5818 ext. 150*As reported by Financial Planning magazine, 1996 – 2012, based on total revenue.