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If You Have Been Thinking About This, Now
Is The Time To Start !
"I’ve got a family to raise, and my teenagers
are heading for college soon, so I have a complicated
financial picture.
Back when I finished paying off my school loans and
started getting ahead financially, I thought to myself, “You
know, I should start investing.” So I bought
some stocks on my own; it didn’t take long for
them to crash. Then I tried IRA’s and some investments
offered through the employee plans at work; they were
safer, but didn’t give me many options and they
didn’t deliver the earnings I’d hoped for.
I knew there had to be a better way,
but I can’t
devote the attention to keeping up with the markets,
the tax laws and the investment options. That's why
I came to Rob McKenna."
--Actual quote from Capital Region doctor; name
withheld by request.
Note:
this is not a testimonial nor a promise of similar
results for you, merely a letter from one of my
clients. R.McK |
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Come Visit;
Watch For Our Sign
at 449 Delaware Ave.
Delmar, NY
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Where do you see yourself
in ten years? Or when the kids are ready for college, or
you are ready for retirement? What about estate planning
and charitable giving? Will you have enough in your investment
portfolio to do the
things
you
desire?
It's a big task. And whether
you are a successful doctor or other high-value professional,
you are probably focused on your daily work of taking care
of your job and your family.
My job is to provide the
very best investment advice to help make your dreams come
true. So, I encourage you to get an expert consult from
me, a fee-only, registered investment advisor. It's free
and will take only a half hour of your time.
My phone number is (518)
935-2575, or you can email me at rjm@RJMadvisor.com. Let's
begin! Or, use the
Contact Us page to ask any
other questions or to sign up for my free, quarterly Market
Performance Review newsletter. Either way, I look forward
to hearing from you today. Thank you!
--Rob McKenna, ChFC
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Free First Consultation
Unsure of how to get started? If you have
an investment portfolio of at least $100,000, just click here to contact me or give
me a call at (518) 935-2575 and we can meet for an initial
review at no cost to you.
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Your Portfolio Will Be Ready When You Are
Ready For:
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If you are a physician, Rob speaks
your Language!
For years, Rob has offered investment advice to physicians and
staff at Albany Medical
Center. Now in private
practice, he understands
your needs, your
concerns, and your goals.
Whether you’re just
starting to build your nest
egg, or you have a substantial portfolio, give Rob a call for a free
first consultation. You’ll be putting the power of an expert investment
counselor and financial advisor on your side!
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