More than Money

Gene and Alyssa answer questions: He is recently retired and (understandably) concerned about the stock market? His daughter battles addition.  How can his estate plan protect her from herself? She asked how an MtM ‘second opinion meeting’ works? She asks if she should combine her other investments with her 401(k)?  And we are still feeling very, very blessed Free Second Opinion Meetings Meet with a More than Money advisor to review your entire financial picture or simply project your retirement Meet with our Social Security partner to plan the best S/S strategy for you Meet with our estate planning attorney partner to review your estate plans – if you have any Meet with our insurance partner to review your life or long term care coverages Discover how to have your 401(k) professionally managed without leaving your company plan Schedule a free second opinion meeting with a More than Money advisor?  Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule