Attention Women: Introducing Women Financial Planning of Naples FL. Regardless of your age, it’s important to make sure you are secure. Not just financially secure, but bullet-proof. Large, unexpected expenses, stock market volatility or inflation — you want to be covered. The goal is your SWAN. That is our mother-hen philosophy and is short for Sleeping Well At Night.
But you will need to grow and protect your liquid assets. Why? Inflation is higher than what most banks or bonds currently pay. Taxes can eat into your nest egg. And at some point, when you start to withdraw your hard-earned money, you will want to make sure it gets replenished with strong returns, above the withdrawal rate. Not doing this results in a mathematical decline of your liquid assets. Put differently, it’s like you’re rowing a boat in the front, and there is a hole in the back. Uh-oh.
This can be fixed. Your first step is to find someone who has your best interests at heart, who will patiently educate you to what is critical and what you ought to know. Full transparency. That is what we do. As a Certified Financial Fiduciary, we work solely for you. No conflicts of interest. Others may try to sell you something, stuff you probably do not need. Talk to us with your privacy protected.
Learn more at www.NaplesFiduciary.com. Remember, a man is not always a plan. Call Jana at 239-777-4247 or click to begin a confidential conversation. Email – [email protected]