You retired to the Clearwater – St. Pete area and are living the life you love. You’ve worked hard to build your nest egg; maybe you’ve even done well, investing it to create a retirement income stream.
Does it align with today’s sectors that offer new opportunities for stability and growth? Maybe you’re asking yourself these questions, and need answers that make sense for your Florida retirement.
Our company name is one that’s easy to remember. It’s based on the benefits we offer you: a fiduciary is solely focused on providing the very best solutions for your financial well-being.
Fiduciary First Advisors offers a holistic approach, taking into account everything that’s important to you. We’ll prioritize your objectives, aligning your portfolio to benefit from growth and stability, in all markets.
As a fiduciary, I’m bound by a strict code of ethics to always work in your best interests, not for steering you into high-commission products. It’s a win for you; you’ll be working with a trusted partner. You’ll understand what’s available to you, so you can feel comfortable and knowledgeable about your investments.
Your goals guide our relationship. We’ll skip the jargon, and I’ll educate you about your options. It’s a personalized process that gives you the potential for success regardless of where the market is at, at any given time. We’ll work to:
In the last year alone, the investment landscape has changed a lot. If you haven’t had time to look at it, don’t worry. That’s what I’m here for. Why not start today with a free portfolio analysis? I’ll show you how your portfolio stacks up now, and we’ll look at new options together. Pretty easy. And it will give you an opportunity to ask all those financial questions you’ve always wanted to ask a trusted partner.
Call Shaun. That’s me. I’m your trusted fiduciary, here to listen to what you want and need. I’m ready to help. No pressure, just some information and a chance to meet. Call me, Shaun Mathena, now, at (727) 591-1099 to schedule your portfolio analysis today.
I’m happy to answer any questions you have about retirement! Please call me at (727) 591-1099 or fill out the form below
