Pictured above is one of our firm’s newest marketing pieces that will have a digital copy of our client’s retirement/financial plan. While we do the most comprehensive planning of anyone in Huntsville and provide an extremely detailed report, we also wanted our clients to have access digitally. We like the obvious symbolism!
It is hard to imagine that 2019 is almost gone and as of this writing, there are 59 shopping days (as of 10/30/2019) until Christmas. We are gearing up to help our clients make the most of their investments and assist in helping them pay as little tax as possible. And in addition to that, we will be looking at strategies for the New Year. 2020 will be an interesting, as it will be an election year and is sure to be contentious if not an entertaining year.
If you are considering what your retirement strategy is, when to take it, and how you will fund it, now is a good time to have a key that will help you unlock the door to the second half of your life. Give us a call, we would love to be a part of that new journey.
Mike Mickels is President of CochranMickels Retirement Specialists and an avid sporting clay competitor. CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. They also provide retirement and benefits training to Federal employees. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. CochranMickels and Cambridge are not affiliated.