By Michelle Caceres
For many people, visiting the dentist when you have a toothache seems like an obvious solution. Ask those same people what to do if you inherit a large amount of money, have questions about retirement or need investment advice, and the answer may not seem as obvious.
Talking to a financial advisor, who offers services ranging from general financial planning and investment advice, to more specialized advice, such as the suitability of a particular product such as a pension, can help make the most of your nest egg by helping set and reach financial goals.
When FishHawk resident John Stockdale needed advice about how to navigate the Florida Retirement System (his wife is a teacher) to make the best retirement choices, he turned to fellow FishHawk resident Dan Pappas with Premier Financial Partners LLC.
“He was knowledgeable about the FRS and showed us how to maximize benefits under the retirement system,” Stockdale said.
That was 10 years ago. Since that time, Pappas has helped Stockdale with his 401k and other investments and purchased a term life insurance policy and long-term care insurance. Stockdale purchased the long-term care insurance after seeing the toll that Alzheimer’s disease is taking on his stepfather and his family.
“My wife and I love working with Pappas,” said Stockdale. “He’s capable and trustworthy and accessible, always working around our busy schedule.”
With more than 17 years in the business, Pappas is a certified financial planner and investment advisor representative offering investors an array of retirement planning, education/college savings and life insurance products.
He is dedicated to providing his clients, like Stockdale, with knowledgeable, experienced and unbiased advice.
“I am an independent advisor and that means I am not beholden to any corporate sales goals or proprietary products we are encouraged to sell,” Pappas said.
His process analyzes each client’s needs, tolerance for risk and goals before making recommendations or proposing strategies.
“We ultimately work for our clients by creating optimal plans for each individual because everyone’s situation is unique,” he said.
For more information, or to schedule a free consultation, visit www.premierfinancialpartners.com or call 210-1361.
