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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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Last week, when the latest U.S. GDP numbers were announced, talk about the dreaded R-word — recession — got a little louder. Regardless of the “are we or aren’t we” discussion, you may be feeling the pressure of economic forces.
With uncertainty being high, there has never been a better time to have a portfolio strategy in place and to execute on it with a trusted advisor.
Our covered call strategy (the Power of Mapato) and our relationship are built for times like these. When you are worried about not having enough when times get tough, I can help you focus on the "components" of our strategy. These components can be assessed at any time and one can actually see how they are contributing to the portfolio.
This will also help you to tune out the “are we or aren’t we” talk, and instead focus on the now and the future.
Give me a call and we discuss how the strategy is producing well even in theses times.
Success in all your efforts,