Sweeney Advisors - Mid-Atlantic Financial Group
Insurance ServicesFinancial ServicesFinancial Services-Financial PlanningFinancial Services-Personal
I work with you to organize, protect and direct your financial assets so that you can focus on your business, take care of your family and retire without worry.
I specialize in planning for the draw down phase of your financial lifetime, when you are longer receiving a paycheck but need to fund your lifestyles during a lengthy retirement.
Some of the biggest questions and causes of stress my clients face include:
* How can I afford to retire?
* Will I have enough saved so I don't run out of money in retirement?
* Will I have enough money to retire when I want to stop working?
* How can I manage my expenses in retirement?
* Where should I put my money I'm saving for retirement?
* How can I reduce my taxes?
Do any of these sound familiar? If so, then let’s have a conversation and explore ways me can help you.
I'm available to meet and discuss your needs using secure, online technologies. Contact me to schedule a time to talk.
703-624-9641 or email firstname.lastname@example.org
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