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Job Details
Merrill Lynch
Miscellaneous
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| Job Title: |
Retirement Redefined |
| Date Posted: |
Wednesday, October 14, 2009 |
| Region: |
Greater Sacramento Area |
| Location: |
Sacramento |
| Job Id: |
-22417 |
| Job Rate: |
Free Educational Event |
| Contact: |
p_anderson@ml.com |
| Website: |
www.fa.ml.com/Peter_Anderson |
| Description: |
Hello, my name is Peter Anderson. I am a Financial Advisor with Merrill Lynch in the Sacramento Branch. I am contacting you because I work with employees, in the greater Sacramento area, who are in a transition between jobs to assist them in utilizing their 401K and retirement accounts to their fullest potential and make sure that you are on target to meet your financial and retirement goals. I provide advice, guidance and a more conservative way to protect your assets.
I would like to offer you, a Free No Cost and No Obligation Portfolio Review (a $250 value, charged by our competitors). Some of the things that I can assist you with:
1) Take a distribution from your retirement account and help you avoid or minimize the tax consequences or penalties,
2) Roll your retirement assets into a Rollover IRA (and gain more control over your future),
3) Convert assets into a Roth IRA and avoid future taxes on the assets (a plus if you believe that taxes will be increasing in the future)
4) Under certain circumstances, assist you with loaning yourself money from your 401K and paying yourself the interest (no credit checks, no fees and no tax consequences),
5) Evaluating your asset allocation and formulate recommendations consistent with your investment objectives, time horizon and risk tolerance.
Additionally, I am working with a COBRA /Health Insurance Expert, who can through a Free Consultation, help you understand if you or your family have enough or the proper health coverage. Also, I am working with a Career Coach that can help you prepare for a career change or help clarify and focus on your business or personal decisions to move forward, with a Free 30 Minute Coaching Session.
Since all of this is free; I will help you assess your total financial picture, help you identify and prioritize your short and long term goals and develop a strategy that will set you on track towards achieving your goals, you avoid the cost for these services during these challenging times.
If you are wondering if this is worth your time, please ask yourself these 4 questions;
1) Are you happy with your current Financial Advisor or the advice you have received in the past 2 years?
2) Do you know exactly how much money you will need to retire and remain comfortably retired?
3) When was the last time that your retirement portfolio was reviewed?
4) Can you see the wisdom of at least getting a no cost and no obligation second opinion?
Furthermore, I would like to invite you and a guest to a Free Educational Event that Merrill Lynch and I periodically host, to help bring some of the Wall Street strategies to Main Street in a fun and educational presentation.
Making use of our far-reaching capabilities in investments, retirement, financing and banking, I can work with you to create a comprehensive strategy that addresses every aspect of your financial life. That kind of relationship is at the heart of what we do at Merrill Lynch. Together, we can get through today’s troubling climate—and position you for better times ahead.
If you can see the value in planning for your retirement and your financial future or see the relevance of a customized investment strategy based on your unique situation, I’d love to discuss this further with you.
I would like to direct you to my web page. My web page will provide you with a little more information about me, my business and my investment philosophy. www.FA.ML.com/Peter_Anderson.
If you have any questions about either event, feel free to email or call me at 916-648-62952.
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