Retirement continues to be a time when many people want to
set sail and coast in smooth waters, enjoying the
comfort and security they’ve worked a lifetime to
achieve. However, in 2006 the times, they are
a’changin’, and so is the way we view those
yearned-for leisure years. The company pension can’t
be counted on, as it once was. More than ever
before, we all need an individualized savings
strategy as we look forward to our non-working
years. Equally important is how to sustain those
savings after reaching that goal.
Enter Mary Gonter – M.B.A. and Financial Advisor for
Raymond James & Associates, Inc. She looks at the big
picture of your economic planning, using a conservative,
logical method. Mary has built strong, lasting
partnerships with her clients, focusing on strategies
such as educational goals, 401(k) rollovers, insurance
planning, management of concentrated stock positions, as
well as tax and estate planning.
Raymond James & Associates, Inc. is one of the nation’s
leading investment firms. Raymond James’ acclaimed
research, cutting-edge technology, wide range of
investment alternatives and client-centered philosophy
afford Mary the resources and independence to offer
quality, unbiased financial solutions. Both are
extremely committed to their clients’ success.
“We all need a plan for every area and stage of our
lives, whether we’re married or single, and that
includes a financial program,” Mary says. “When changes
occur, we readjust our goals and priorities. I find that
some couples rarely discuss money. It’s imperative to
review assets several times a year, and for both to be
aware of what they have.”
“A financial plan involves more than a savings account,”
continues Mary. “Is the home paid off? Is there a health
and life insurance policy to depend on, if need be? The
earlier in life a person becomes
financially realistic, the better off he or she will be
in the long run. Many baby boomers are retiring sooner
than their parents did. If their children are grown and
self-sufficient, boomers have more options on how they
spend any disposable income. No wonder they seek to
maintain the active lifestyles they’ve become accustomed
to.”
When people work diligently their entire adult lives to
achieve monetary success, they deserve to relax and let
their wealth work for them during their retirement
years. Sound financial planning is key to managing
investment income. Proper savings choices can assist
even the most economically secure individuals in
maximizing their retirement years. As a financial
advisor with experience helping people prepare for the
future, Mary Gonter can offer professional advice to
better equip you for a retirement of smooth sailing.
Begin 2006 on the right track. Devote some time to your
financial future by scheduling an appointment with Mary
Gonter.
Written by Diane E. Robertson
- Printed 2006
For further information
contact Mary Gonter at
Raymond James &
Associates, Inc.
941-412-1400 or 800-635-5870
or stop by the office located at 1314 East
Venice Avenue, Suite A
Venice, Florida
E-mail
Mary.Gonter@RaymondJames.com
Office hours are Monday through Friday from 8:00
a.m. to 5:00 p.m.
For more information about this advertorial, call the
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