Individuals, Families, Pharmaceutical Sales Managers, Refinery Workers and Business Owners
For Individuals and Families. . .
Are you searching for a way to preserve your income, protect your assets, and help mitigate risk of market declines?
For Pharmaceutical Sales Managers. . .
Are you concerned about unforeseen changes in your industry?
You may have your income and primary investments concentrated in the pharmaceutical industry.
For Business Owners. . .
You may find yourself busy running your business and unable to keep up with the financial markets.
In addition, you want to retire one day and you need sufficient income to maintain your lifestyle.
For Refinery Workers. . .
You have been at the plant for 30 plus years and are ready to retire and have questions, do I have enough to retire?
Should I take the pension or get a lump-sum. What about my 401k?
Maybe you are like John and Kathy?
John and Kathy, are 57 and 60 respectively. John works at the refinery and Kathy is a pharmaceutical sales manager. They have both saved money in their company 401k plans. They also have access to a pension at retirement.
They are really concerned about maintaining their current lifestyle. They also want to make sure they have saved enough to retire.
They have more than one advisor who all work independently of one another. What they want is someone who has a process and can take the lead in coordinating their financial affairs now and throughout retirement.
This is a hypothetical example and does not represent any actual investor.
Next Step?
If you would like a better understanding of how your investments relate to your goals, give us a call for a no-obligation Second Opinion at 713.435.4060, via email Christopher.grant@raymondjames.com, or use our connect page.
