For Bradenton's Retirees & Pre-Retirees

 


Is Your Nest Egg Ready for Retirement....
and Beyond?

Maybe you're not confident about your current retirement planning. Do you know where things stand, especially in today's economy? Can you still retire early? Will what you've saved be enough to last your lifetime? Is your legacy secure?

Mott & Associates, a full-service, independent wealth management firm in Bradenton, specializes in building and preserving its clients' retirement nest eggs. How can we help you?

* Clarify your values about money
* Define your specific financial goals
* Create a comprehensive strategy to help you meet your goals

Your Money, Your Goals, Your Plan
There's nothing cookie cutter about your personal financial big picture, so your financial retirement strategy should be just as unique to you. Have you already retired? If not, how close are you? What are your goals for today and tomorrow? Will your retirement savings last your lifetime? What will be your legacy? These are all crucial questions we will ask to tailor a comprehensive financial strategy just for you.

A Key Focus: Taxes
A comprehensive approach to retirement planning ensures all aspects of your financial life are working together to meet your goals. This includes taxes, especially with our current financial climate and what may be the Largest Tax Increase in U.S. History. There are many common sense steps you can take now to avoid paying more than your fair share.

We invite you to sign up above to download our Complimentary Special Report, "Your Road to Financial Recovery: Timeless and Timely Financial and Retirement Planning Strategies for 2010 and Beyond."

Then if you would like, call us at 941-746-3216 to set up a complimentary consultation. We would be happy to answer questions about your nest egg - for now and the future.


*Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AZ, CO, FL, GA, IA, IL, IN, KY, ME, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SD, TX, and WA. J. Michael Mott, CFP™, Branch Manager.