1. Dear
Congratulations are you “X” days away from terminating DROP and
retiring! (See your new clock!).
A Battalion Chief we work with recently sincerely thanked us for:
proactively reaching out to him way earlier than most others and
being so persistent
proactively guiding and advising him and formulating a financial plan
for his “second half of life” so he knew with a fair amount of
certainty what he could do, couldn’t do, shouldn’t do, and more.
And for out servicing everyone has ever worked with
As it turns out, in his plan, he could be traveling and spending way more
in retirement than he thought. It isn’t always like that as I am sure you
know some retiree financial horror stories. Don’t be the next one!
Let’s sit and down and talk about your financial situation, outlook goals,
wants, dreams, worries and concerns. We will provide you with an in
depth, detailed, comprehensive, NO COST, NO OBLIGATION Financial Plan
that becomes yours even if you don’t end up working with us. No
downside! Call or email me  954-494-2134 (Cell) or
MBurnam@cfrcpa.com. We’ll set up a time/date to meet.
Sincerely,
Mark T. Burnam
Mark Burnam * State of Florida Financial Advisor * C/F/R Financial LLC * 201 S. Orange Ave. Suite 800 * Orlando, FL
32801 Ft. Lauderdale * Orlando * Tampa * Lakeland * Winter Haven
Proactive Advice and Guidance for your Pre/Post Retirement, Financial, and Investment Planning needs.