All About the Benjamins
Welcome to my website, and to my Blog, “All About the Benjamins”.
Here are 10 Reasons to Work with Me:
- I can help think through ideas you are considering regarding investing and retirement.
- I stay up to date on taxes, helping you take advantage of the newest information.
- I help explain the complex issues about financial planning, to help you feel at ease.
- We can discuss health care funding needs during retirement.
- I can review your 401(k) or 403(b) investments.
- I can explain claiming options regarding Social Security.
- Let’s plan ways to fund your children’s education.
- I can help you determine realistic financial goals.
- I will monitor your investments.
- I can assist you in formalizing your goals.
Check back here for ideas and discussion starting points.
We have great planning tools available. I look forward to your questions- my door is always open.
--Brad
Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.
