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The Millennial’s Guide to Retirement Planning
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The process of achieving financial security – the confidence that comes from taking action today to provide for tomorrow – is different for each of us. Often, the first step is to establish a relationship with someone who takes the time to learn about your values, understand your dreams and help you create a personal financial plan that will evolve with you over time.
I work with my clients to ensure they have well thought out objectives, clear action steps, and a realistic timetable to achieve their financial goals and protect the people and things they care about most.
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If you're a current client of our firm, know that we are so grateful for our relationship with you. If you are considering hiring a financial advisor and would like to learn more about who we are and what we do, please do not hesitate to reach out.
Please contact Xiomara at xiomara.castro@nm.com to learn more and schedule some time to meet with our team.
Best life insurance company for consumer experience, 2023. (NerdWallet)1
We're one of the Top U.S. Independent Investment Broker-Dealers.2
In dividends expected to be paid in 2025.3
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4