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Clients & Friends of Naples Money Managers
Connect Your Concerns With Our Solutions
The Naples Money Managers offers money management in two different formats; Comprehensive Money Management & Selective Money Management.
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.
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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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 yourinvestments 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,