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Reevaluating your investing strategy is essential to reaching your goals. Are you 100% comfortable with your investment plan? How about where you are, on your journey towards reaching your goals? Now more than ever, it's important to reevaluate goals and your progress towards them. Everyone is at a different place on their financial journey. When we get together on the phone, over the Internet or in person, the conversation is about you, your dreams, your goals and your concerns. It's our mission, through strategies tailored for you personally, to actively plan and manage wealth preservation and growth strategies designed specifically for you. Our no-cost consultation includes conversations about: Retirement Planning, Estate Planning, Investment Management, Simplification, Market Downturn Protection, Tax Reduction, Rollovers, Traditional IRAs, Roth IRAs, Wealth Preservation, Social Security Optimization, Retirement Income Planning, Mutual Funds, Stocks, Bonds, Covered Calls, Titling Assets, Avoiding Probate, Trust Reviews, Will Reviews, Legacy Planning, Annuity Reviews, Hidden Mutual Fund Fees Call Milan @ 302-494-4886 or Email him @ milanwinters@comcast.net 5-Star Wealth Manager
Milan is a 5-Star Wealth Manager, being in the top 7% of all area investment advisors in service and overall satisfaction, as seen in as seen in Philadelphia Magazine and Delaware Today.
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For a free consultation call 302-494-4886 or email me @ milanwinters@comcast.net
