Build a Plan for Your Future!

Do You Know Where Your Money Is?

Are you ready to start building a plan?

Do you know where your money is? Would you like to? If you're ready to stop procrastinating and start building a plan for your future, I'd like to help. I specialize in helping Baby Boomers reach retirement successfully.

Have you started thinking about your retirement? Can I be of service?

My typical new client is a Boomer with most of his accumulated assets in his former employer’s 401(k) and his home equity. He knows that his investments are the key to his retirement, but he is afraid to make a mistake with them. He may have an inheritance coming from his parents, but he is also concerned about their care. He may have some college funds for his kids, but he is worried that they may not cover everything. He has a mortgage on his home, but he doesn’t know if it is the right kind. He has all kinds of insurance, but he doesn’t know if it is too much or too little.

If any of this sounds familiar, I can help.

The process of making money (and making it grow) has always fascinated me, and that’s why I’ve spent the past 35 years helping clients plan for their financial futures. For me, it’s very fulfilling when my knowledge and experience can help someone else reach and exceed their goals. I take a comprehensive view of each client’s financial situation, and I’m passionate about guiding my clients toward success.

Unbiased advice … the benefit of independence.

If I tell you I’m an independent financial planner, what does that mean to you? It means that I am not bound to sell you company products. I can carefully select the investments that I feel will most benefit you, not the investments someone else has told me to “push.” My advice is unbiased, and based entirely on your needs, goals and unique financial situation.

Want to get the ball rolling?

If you’d like to speak with me in person, I’ll be happy to meet with you. An initial meeting with me is completely free of charge, private and confidential. I’d welcome the opportunity to answer any questions you may have, get to know you, tell you more about myself, and find out if we’d make a good team.

If you’ve been looking for someone to help you prepare for your future — a financial planner with the experience to help you plan to reach your goals — then this letter couldn’t have arrived at a better time.

I hope to speak with you soon.

Kindly,

Mark Morgan and Dan Porter
First Allied Securities, Inc.