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Announcing New Subscription Package

August 27, 2019
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Fort Myers Wealth Management Group Announces New Subscription Package for Clients

Fort Myers, FL, August, 27, 2019 - Fort Myers Wealth Management Group has developed a subscription model for their clients. This new offering will include exclusive content that will help clients understand their current financial situation, confirm if their personal and professional financial needs are covered, and help them decide what they want their retired life to look like.

This service is for individuals and families that may not have any assets to currently invest and there is no asset minimum to begin. There is also a flexible monthly payment option available.

Model benefits include:

  • Personalized Roadmap – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your financial objectives.
  • MoneyGuidePro® Resources – Sophisticated solutions and smart assumptions to help you navigate the complex financial elements of your life.
  • Holistic Advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals while keeping in mind all of the other unique aspects of your life.
  • On-Demand On the Go - All of the tools and resources shared are available through emails and webinars, allowing you to review content on your own time and on the go with your smartphone or tablet.
  • Valuable & Timely Information - Stay informed with our periodic educational webinars and monthly newsletters that share current information about relevant  topics.
    • Topics Include:  college planning, cash flow, risk management, salary benchmarking, annual budgeting & debt review, credit score, IRA contribution check-in, employee benefits review, estate planning, investment election review, tax strategies, and more.
  • Maximize Tax Efficiency - This program helps you do everything possible to maximize your tax efficiency.
  • Investment Risk Tolerance – Knowing your tolerance to risk is one of the fundamental issues to consider when planning your investment strategy, either alone or in consultation with a financial services professional.
  • Personal Financial Advice – Our team of advisors is available if you have any questions.
  • 24/7 online access - Access your accounts from anywhere anytime.

Client Service Calendar for Subscription Clients

About Breandan Kelly

Breandan Kelly is the Founder and CEO of Fort Myers Wealth Management Group. He is obsessed with improving client outcomes through enriching client education and understanding client expectations. Breandan believes that pursuing an active risk management strategy is the best way for clients to achieve their goals. Schedule a complimentary call with Breandan at fmwmg.as.me/call.

About Fort Myers Wealth Management Group

Fort Myers Wealth Management Group is a comprehensive wealth management firm that knows their clients, knows investing, and knows their clients’ investments. Their office is at 2401 First Street, Suite 255 in Fort Myers. They can be reached at 239.689.9364 or bk@fmwmg.com. Learn more about the firm at fmwmg.com.

No strategy assures success or protects against loss. Investing involves risk including loss of principal.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

© Fort Myers Wealth Management Group

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If you would like more information about this topic, please contact Breandan Kelly at 239-689-9364 or email at bk@fmwmg.com.