In late 2004, after over 14 years in the Money Management business, much of it as the sole money manager in my Registered Investment Advisory Firm, Broderick Wealth Management, Inc., I made the decision to convert my business from a primarily Money Management based firm, to a “Safe Money” oriented firm where contractual Guarantees became the cornerstone of my practice.
“Although I enjoyed the hard work, study, and competitive nature of pursuing superior risk-adjusted returns for my clients, I found the appeal of offering Guarantees* to my clients compelling and since late 2004 I have offered Guarantees where suitable and appropriate as often as possible,” said Michael.
“How great would it feel to be able to plan your retirement and enjoy it without the fear of bear markets?” This single thought and the search for the best new tools to achieve this singular goal, makes me leap out of bed each day excited to fit today’s newest and safest solutions to you and your situation.
*Guarantees currently backed by the claims paying abilities of Insurance companies offered.
If you’re not sure about the answer, call or email to set up a no-cost, no-obligation meeting. We would love to meet you, hear about your goals and needs in retirement, and show you how we may be able to help.
Administrative Offices: 4325 SE 13th Street, Ocala, Florida 34471
Our focus is not just on the bottom line. Our primary goal in working with clients is helping them find the products and strategies that fit their needs and offer the best opportunity to achieve retirement objectives. Our approach is informative and our practice is service-oriented.