TRUST AND INTEGRITY
Clients & Friends of Naples Money Managers
Connect Your Concerns With Our Solutions
spending every penny of your paycheck
not spending every penny
$3 a day spent for a latte
over 30 years
$3 a day invested at 8%
over 30 years
Start Early with Less
Start Late with More
Invests $2,000 a year
for 8 years
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.
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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Video Podcasts, Articles, Kinkead's Korner and more.
I started in the financial advisory business 32 years ago. I've learned many things during that time. There are two lessons specifically that came through the challenge of fluctuating customer principal.
The first lesson is that our clients are " REAL people, that we are dealing with REAL money, and that our client's have REAL dreams!
Second lesson is that every investment account that distributes money to sustain retirement should have a defensive mechanism to "play defense" for that portfolio. Our mechanism is our covered call strategy.
Call me to find out how you can add a defensive mechanism to your existing investment portfolio at (239) 653-9672 or firstname.lastname@example.org.
Success in all your efforts,