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9050 Sweet Valley Drive. Valley View, OH 44124. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. There’s a li...

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9050 Sweet Valley Drive. Valley View, OH 44124. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. There’s a li...

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Lifestyle | YourFinancialAdvisor.com

http://www.yourfinancialadvisor.com/resource-center/lifestyle

9050 Sweet Valley Drive. Valley View, OH 44124. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. Using smart management to get more of what you want and free up assets to invest.

2

Qualifications | YourFinancialAdvisor.com

http://www.yourfinancialadvisor.com/p/qualifications

9050 Sweet Valley Drive. Valley View, OH 44124. Melissa holds a General Securities registration, Series 7 and is a General Securities Principal, Series 24 registration. She is licensed to sell life and health insurance and annuities in the State of Ohio. She is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.  . Check the background of your financial professional on FINRA's BrokerCheck. 9050 Sweet Valley Drive. FINRA series 7, 24, 63.

3

Retirement | YourFinancialAdvisor.com

http://www.yourfinancialadvisor.com/resource-center/retirement

9050 Sweet Valley Drive. Valley View, OH 44124. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. What does your home really cost? There are a number of ways to withdraw money from a qualified retirement plan.

4

Resource Center | YourFinancialAdvisor.com

http://www.yourfinancialadvisor.com/resource-center

9050 Sweet Valley Drive. Valley View, OH 44124. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

5

Tools | YourFinancialAdvisor.com

http://www.yourfinancialadvisor.com/tools

9050 Sweet Valley Drive. Valley View, OH 44124. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck. 9050 Sweet Valley Drive. FINRA series 7, 24, 63.

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Home | YourFinancialAdvisor.com

9050 Sweet Valley Drive. Valley View, OH 44124. Should I Invest In REITs? Are Real Estate Investment Trusts right for your portfolio? What Our Kids Can Teach us About Saving Money. Would you guess that Millennials are effectively saving for retirement? Well, they are. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. There’s a li...

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Geoffrey T. Lombard is President of Financial Advocates of America, Inc., an insurance agency situated in Illinois. Geoff is the sole owner and is separately licensed as an independent insurance agent for the agency. Geoff has been in the financial service industry for over 20 years. He is the proud father of his son Justin and enjoys spending all his free time with him and his wife Julian. Visit either of these sites for more information. The Hidden Truth About Annuities. Hyperlinks on this website are ...

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Your Financial Advocate's Blog. Just another WordPress.com weblog. As featured in Forbes. November 23, 2010. 8216; “Investment Guide,” December 6, 2010 edition, 5 Wisconsin based firms were selected to be featured in the Wisconsin Financial promo section (just past page 148). We are pleased to announce that we are one of those firms. Below is a copy of our portion of the piece. Forbes Article Final Draft. From → Uncategorized. Data Collection: Good Intentions Gone Wrong. June 9, 2010. May 26, 2010. Debt ...

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