Schedule a Complimentary Retirement Income Review
Assessing your retirement income strategy
and whether it can support the lifestyle you envision
has never been more important than it is today.
We would welcome the opportunity to:
•Review your retirement income strategy
•Determine consistency with current goals
•Revise or create a plan that reflects your vision for your future
As independent financial advisors, we can help ensure that
you have a retirement income strategy that makes sense
— no matter what the market is doing.
Please RSVP
to Sandra Keranen at 941.429.2911
orWendy B. Namack, CFP® atWendy@Namack.com
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history,
accepts new clients, client retention rates, client assets administered, education, and professional designations. 602 Sarasota area wealth managers were considered for the
award; 60 (10 percent of candidates) were named 2019 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The
criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not
indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.