INTRODUCING The Van Winkle Portfolio A portfolio for investors who have time on their side. Time eliminates almost all risk. Who is Rip Van WInkle? Do you fear becoming a
Bag Lady?
80% of women do. The fear of running out of money no matter how much they have or told that they will have enough, is real. Ease the fear
Seniors are starving for income.
Are you?
You can live a good life and not touch the principal. It is possible, even probable Fill Your Plate
Are You Producing Enough? Your foundation, charitable trust or even iRA have to produce enough to meet distribution requirements. Produce More, Double Your Income
TRUST AND INTEGRITY

Testimonials

Clients & Friends of Naples Money Managers
All testimonials are provided by clients. Clients providing testimonials are NOT compensation in any way including in-kind compensation.

Connect Your Concerns With Our Solutions

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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Talk to Us

Please feel free to contact us. We’re super happy to talk to you. Feel free to ask anything.

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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The Newsroom

Video Podcasts, Articles, Kinkead’s Korner and more.

Guardianships and Market Guidance

A weekly Video Podcast covering the news, finance and more.

"Now ... it's Up to the Consumer."

A weekly Video Podcast covering the news, finance and more.

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
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