Financial Education

Why financial education?

We believe our clients need to be part of the process and understand why we recommend the portfolio and or products we believe fit you and your family's financial situation.

Our job is to answer any questions you may have about the investments we recommend fit your specific goals and how they fit your specific goals.

Here are questions you may want answered:

1. How do the investments work?

2. Are their internal fees I don't know about and if there is, what are are they?

3. How does the Florio Wealth Management Portfolio compare to my present investments?

Equip yourself with the knowledge and tools needed to thrive in today's economy

IMPORTANT TOPICS INCLUDE:

• MARKET VOLATILITY

  Strategies to help protect your assets from a potential market downturn.

• ASSET PROTECTION

  Should you be concerned about where your money is held?

• SOCIAL SECURITY

  How can you protect yourself, your family and your money from the 5 wealth predators?

• TAX REDUCTION STRATEGIES

  Will Social Security be there for you? How can you maximize your benefits?

• LONGEVITY RISKS

  Who will take care of you if your health fails? How much will it cost? Will you have enough?

• LASTING INCOME

  Critical factors you need to consider now that will affect your retirement income.

• INVESTMENT RETURNS

  Could your annuity or investment be costing you more than you are gaining?

• FINANCIAL ADVICE

  Are you getting advice that's truly in your best interest? Are you paying hidden fees?