Comprehensive
Wealth Management
(by special request only)
In addition to providing the nation's best CD-type
annuities, Michael Dallas, CFP™ also offers personalized
financial planning to a select group of retirees and
soon-to-be retirees. His advice helps retirees coordinate
their entire financial pictures including Medicare,
Social Security, pensions, estate planning, and portfolio
management.
Someone who could benefit most from Mr. Dallas's
wealth management:
Has
portfolio in excess of $500,000
Will need to generate income from investment assets
Is seeking comprehensive advice and portfolio management
Values high-quality financial expertise
Mr. Dallas helps mature investors answer the following
questions:
"How can I be sure my money will last as long
as I do?"
"What strategies can I use to lower my income
taxes?"
"How can I protect my spouse?"
"Am I making prudent decisions about every area
of my finances?"
Comprehensive wealth management is offered
as a separate service
(not as part of the Michael Dallas's CD-type annuties
service).
If you are interested in personalized advice from
Michael Dallas, CFP,
please call to request more information.
Has
portfolio in excess of $500,000