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Are you Looking for a Portfolio Tailored to Your Needs?
Need Retirement Income Security?
Let Knowledge Not Fear, Provide a Protective Cover to Preserve Your Principal and Allow You to Grow.
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Need to Spend
Less?
Are You Financially Lost?
Are You a Vulnerable Millionaire but Still Need to Grow?
Are Annuities Scaring You?
Can you live off
2%?
Life Changing Events, Happy or Sad, Need Your Attention.
Waiting…How Long Should You Wait to Make a Change?
Do You Feel Like You’re Just a Number?
Would You Rather Talk About Buying Shoes or About Financial Plans?
Do You Feel Like You’re Just a Number?
Retired and Taking Too Much Risk to Get the Income You Need?
Seniors are starving for income. Are
you?
Are You Producing Enough?
spending every penny of your paycheck
vs.
not spending every penny

$32850
$3 a day spent for a latte over 30 years

$128715
$3 a day invested at 8% over 30 years
Start Early with Less
Vs.
Start Late with More

$396221
Invests $2,000 a year for 8 years

$406141
Invests $2,000 a year starting 9 years later
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Money Management
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.

Financial Planning
Most of us would never think of taking a trip without a map and a destination in mind. Your financial plan is the road map to help smooth the journey to reach your financial destination.

Annuity Management
For many, the management of the investments inside an annuity has gone unattended since its inception. The Naples Money Managers has an active department with years of experience dedicated to annuity management.
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Help for the multitasking mom
Mothers are notorious multitaskers known for their ability to juggle a million things at once. Yet when it comes to money matters, multitasking might not be the best approach. In fact, it could be holding you back.
Just like multitasking can lead to stress and burnout, trying to manage your investments without a clear strategy can lead to confusion and missed opportunities. Instead, seek out an Advisor with an actual strategy. By that, I mean an investment portfolio with mathematical parameters that deliver specific results … otherwise, it’s all a guess.
For a new mindset this Mother’s Day, check out the article “The Lies We Tell Ourselves About Multitasking” below, along with other financial news filled with information and inspiration for you this week. Feel free to share with friends and family.
And remember, I’m here for you! As always, please don’t hesitate to contact me with any questions or updates to your plans.
Success in all your efforts,
John