"9 to Know" Your Personal Quick Evaluation

"9 to Know" Personal Quick Evaluation

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Office: (913) 449-4804

Mobile: (239) 300-3852

Office: (239) 260-1984

2760 Island Pond Lane

Suite 101

Naples, FL 34119

FRC Federal Retirement Consultant FERS; FL, KS, MO, CT, MI, AZ

wealthyeducation@gmail.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The information provided here is available for you to review and use as needed for your purposes. In the event you may need Tax Advice, Tax Preparation, Legal Advice/Documents and Home Equity Conversion Mortgages produced for you and your family or business, we would suggest you consult your CPAs, Attorneys and HECM Mortgage Specialist to perform those Professional Services for you. We do not directly provide for these unique special tax and legal services. We may at times recommend at least 3 Professionals in each category for you to consider in your search if you do not have a Professional CPA, Attorney or HECM Mortgage Specialist to work through.

In addition, any mention of possible solutions in the form of any products are purely generic and not intended to specifically appoint a specific product with a specific company. Any and all Solutions will be based upon the Quality of Input directly from Prospective Clients as to their Personal and Financial Goals, Objectives, Risk Tolerance and Estate wishes in determining how we may be of service. Subsequently, together, we will determine if there is a need to schedule a subsequent session to discuss and evaluate further.

Our Process begins with the Introduction, Discovery, Financial X-Ray, Diagnosis, Agreed Problems, Alternative Solutions, Meaningful Implementation and Timely, Professional and ongoing Reviews...