We invite you to sit down for a free consultation with Joe Lloyd, Cona Elder Law’s Preferred Provider and Investment Executive with National Asset Management, to learn about strategies to help you achieve your financial goals.
Joe Lloyd can help you execute a sound financial program and offers assistance with:
· Establishing retirement plan goals and expectations
· Review of individual 401K, 403b and IRA plans
· Investment planning strategies to help build your future and make sure you’re on track
· Efficiently and effectively transferring retirement plans from one employer to another
· Evaluating your annuities: Are you paying high hidden costs for “benefits” you don’t need and might never use?
Once your goals have been established, Joe will customize appropriate strategies to suit your vision and objectives.
Joe Lloyd will be available each Thursday in April (4th, 11th, 18th, 25th) from 3:00 – 5:00PM to meet with you.
Appointments for free consultations must be made in advance. To RSVP please call Janet Russell at 631.390.5000 or email Janet@conalaw.com.