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Michele Sanchez http://www.m5insurancegroup.com/Michele SanchezFinancial Consultant |
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Are you making either of these two common mistakes? (a) putting all of your retirement assets in short term savings places, or (b) unknowingly taking risk you can’t afford.
If you’re typical, your retirement could last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years.
M5 Insurance Group specializes in providing planning and guidance for those who are seeking a better lifestyle in retirement. Whether you have a retirement nest egg of five million or $50,000, we can help you make sure it works as hard and as smart as you did in earning and saving it.
Do you have concerns about who to trust? Michele Sanchez is an Independent Registered Financial Consultant and a proud member of the National Ethics Bureau - www.ethicscheck.com. She has her Florida State Insurance License for Life, Health and Annuities.
Upon request, each client will receive a complimentary “Plan of Action” consisting of the following:
* Documenting Financial Goals
* Gathering and Analysis of Data
* Development and Implementation of a Plan
* A Customized Personal Report to make sure you are on-track to meet your goals
And, an Annual Review to properly position yourself in the advent of any new rules and regulations or if you have changes in your personal situation.
As a ‘Safe Money Specialist’, she can help you grow and deploy your retirement money properly – meeting your liquidity needs and helping you make sure your risk is suitable for you.
Michele lives in Marco Island, Florida with her husband of 27 years and has 3 children.
She is the Vice President of Upon A Star Foundation, www.uponastarfoundation.org, a charitable organization which assists children and families with the resources to participate in activities which promote family values.
Read what some of her satisfied clients are saying……
“My wife and I recently contacted Michele Sanchez because she was able to provide us a better policy for our needs. In addition, as we approach [retirement], Michele is spending a good deal of time helping us to understand our options and steer clear of the pitfalls.”
John and Ruth P, Marco Island FL
“We want to especially thank Michele for bringing us answers to all of our insurance and planning needs. We have found solutions and options that were not presented to us before. The cost savings have been very noticeable and we appreciate the one on one service that we have always received, making us feel like #1. Once again, Thank You!”
Evelyn R, Fort Myers, FL