Wealth Management and Asset Protection for Retirees
Principal at IRASpecialist.com
President of Western Association of Retired Taxpayers, Inc.
"What Financial Planners Don't Want you to know Will Cost you Millions During Your Lifetime."
You don't know me I realize.....But I want to be the last Financial Advisor you will ever need. My name is Kevin Conroy and I'm the owner of IRASpecialist.com and President of the Western Association of Retired Taxpayers, Inc., but when we talk.....please just call me Kevin.
Here's What This Is All About !
Right now there may be no reason to seek change. When the stock market is doing well, there is no urgency to rock the boat. Once something happens that negatively affects a portfolio that may be a time for a second opinion. Why not take a proactive approach and make sure you are getting value for the fees you pay??
The sad thing about clients getting advice from inexperienced brokers is, the broker may have a second chance - but the clients don't. Fortunately I've been around the block a couple of times and I understand on a very personal level how important it is to have the ability to handle whatever situation comes up.
Why talk to me???.. Because I have been through this before in the last 30 plus years and have put together customized financial plans for clients that manage the short term gyrations we are bound to experience. This has not been an overnight process, but a refinement from years of experience with retirees that do not want chronic stress, uncertainty, worry or lack of sleep.
Why not take a moment and see if you may need a financial tune up? See how many of these apply to you:
* Will you be able to adjust to the next stock market collapse?
* What happens when taxes and fees go up?
* Do you have money available for emergencies, such as
buying a new car or large medical expense, or even
cost of long term care?
* How does inflation impact the cost of living, ie gas prices,
food costs and healthcare costs and does your plan
keep up?
* Does your financial plan offer predictable income that
cannot be outlived? If not, are you aware that this
is possible?
* Does your will or trust avoid estate conflicts with in-laws who
may be outlaws?
* Are you able to enjoy your free time and accomplish your
bucket list goals, if not, why not?
* Are you getting the respect you deserve from your current
financial advisor?
Call for an initial no obligation appointment! 970-226-2983 or email kevin@iraspecialist.com or simply visit iraspecialist.com/contact
Keywords: 401k rollover, IRA rollover, wealth management, CFP, Asset Protection, Certified Financial Planner, fee only
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