Why do you need a financial planner? Because it’s difficult to navigate the complexities of the market alone. Alan Naumann and Marsha Walls work with you, listen to you, help you uncover answers that you didn’t even know you needed. With their experience, they can work toward building the ship that will carry you to calm waters where before you knew only unrest. Their knowledge, and integrity in finding what suits you best, will help to ease fears you may have about retirement, investing, saving — about your financial security.
Getting help can make
all the difference*
Investors who have a Financial Professional
Investors that
do not have
a Financial Professional
Participate in a defined contribution retirement plan.
Confident in own investing skills.
Say they will work in retirement due to
financial need.
Say they will not face a financial crisis in retirement.
Median value of total retirement plan assets.
*Discovering the value of a financial professional by
Woodbury Financial Services, Inc.
Top five areas in which investors said they found their financial professionals helpful are:*
- reminding them of their long-term goals
- helping them understand what was happening in the market
- preventing them from panicking and keeping them calm
- recommending portfolio changes
- evaluating the risk of their portfolios
Life changes like the wind, and new courses are often unexpected. With a strong financial plan in place, you can be confident in your ability to achieve financial strength and prosperity. Let Alan Naumann Financial, LLC give you the tools to build a ship that you can haul up anchor and set sail in.
*Forum for Investor Advice, June 2001. Researched conducted by Neuwirth Research, Inc.