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Rowland Carmichael: Scottsdale Wealth Managers

 
 
 

Preserving It

It's a time for protecting what you have worked hard to achieve. In this critical season, you are keenly focused on your financial security. You want to know that your nest egg will be there when you need it, and the life you have designed and faithfully prepared will be yours to enjoy.

The Security You Crave

What are your investment objectives?

  • To retire while you are young enough to enjoy it?

  • To know your money will be there when you need it?

  • To be free of day-to-day financial concerns?

  • To know that the value of your assets would survive a repeat of 2008?

  • To provide for the special needs of a child or grandchild?

  • To be financially prepared for health challenges??

 

The Help You Need

Our experience, resources and personal attention can help you create a safety net for anticipated or unexpected events. You can rely on your Rowland Carmichael advisor to:

  • Evaluate your investment situation and objectives

  • Help you identify potential threats to your assets

  • Serve as your guide in creating a plan to grow your nest egg, clearing away the noise, and communicating with you on your terms

  • Recommend course changes, as needed, to expand your financial safety net

  • Handle the bothersome details ... and partner with you in maintaining a focus on your goals for your money, and for your life