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Our Approach
Your life-time-savings represents a great deal of your time, hard work and dedication. We believe managing your wealth, therefore, brings great responsibility. We assist our clients in their desire to preserve, protect and increase their life savings and investments. We help you with the complexities of managing and balancing current lifestyles and important future goals. Our First Step . . . We start by getting together to find out more about your 'financial picture'. We want to hear about your goals and your plans. Then we review what we call an x-ray, (an in-depth and independent analysis of your current investments) and discuss observations and possible recommendations to help you plan to exceed your goals. We'll get together for free for as many times as you want. The most important thing is that YOU are comfortable with your financial plans. It's our goal to not only increase your return on investments but preserve your wealth through conservative strategies. Areas of Focus
Free Consultations Investment Management IRA's 401K's Annuity Reviews Roth IRAs and Conversions Mutual Funds Stocks Bonds Tax Reduction Social Security and Pension Optimization Bear Market Downturn Protection Strategies Small Business Investment and Insurance Management Will and Trust Reviews 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.
Click on the Five Star Professional logo to see more.
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It would be an honor to partner with you
as we discuss the best strategies
for preserving and growing your savings and investments
as we discuss the best strategies
for preserving and growing your savings and investments
For a free consultation call 302-351-5660 or email me @ milanwinters@comcast.net
