Introducing
The Van Winkle Portfolio
A portfolio for investors who have time on their side. Time eliminates almost all risk.
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.
Seniors are starving for income. Are you?
You can live a good life and not touch the principal. It is possible, even probable
Are You Producing Enough?
Your foundation, charitable trust or even iRA have to produce enough to meet distribution requirements.
TRUST AND INTEGRITY
Testimonials
Clients & Friends of Naples Money Managers
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.
Browse, Watch & Read
The Newsroom
Video Podcasts, Articles, Kinkead's Korner and more.
Paper chains are a fun holiday decoration you’ll begin to see everywhere this time of year. Swinging from doorways and wrapped around trees, each time I see one, I can’t help but notice their simplicity and aesthetic variety.
This may surprise you, but the idea behind them can help you meet your financial goals.
It boils down to this phrase: Don’t break the chain.
That’s the concept Jerry Seinfeld used to reach celebrity and entrepreneurial success, and it’s something for you to keep in mind each time you save or invest for your future, you’re building a link in the chain. Over time, those links can add up to build some impressive size and momentum.
Read how it worked for Seinfeld in the Entrepreneur article below. It’s interesting to consider as we watch holiday decorations go up in our neighborhoods this season. And when you spot a paper chain, visualize the links you're adding – whether it be for retirement, savings, family or your education. These additional articles I’ve hand-picked from the news this week can help build your knowledge base as well.
If you’d like ideas about how to make your chain stronger, more diversified or even more uniquely you, let’s talk about it.
Success in all your efforts,
John
John Kinkead