Financial Advisor Pat Vitucci Offers Suggestions To Those Who Are Receiving Year End Retirement Statements

Share Article

Pat Vitucci, a Bay Area Independent Financial Advisor, has offered suggestions to people who are receiving year end retirement investment statements, such as a 401K and other similar investment options.

Pat Vitucci, a Bay Area Independent Financial Advisor, has offered suggestions to people who are receiving year end retirement investment statements, such as a 401K and other similar investment options.

"For those who are receiving year end statements about their 401K or similar retirement investment accounts, I am suggesting that you ask yourself these three questions", said Vitucci.

"Have you determined your retirement income needs?
Do you have an investment plan that will work for you? Are your investments allocated accordingly? Will you have enough cash flow during retirement?
Do you have enough in the pipeline to carry you through retirement, which could last 20 or 30 years or longer? People are living much longer than they used to and it is not unusual anymore to live to over 100."

Vitucci & Associates is also offering a no cost, no obligation opportunity to review financial plans and strategies...a portfolio review.

"I or one of my associates at Vitucci & Associates can meet at any of our several Bay Area offices and help determine the effectiveness of your retirement plan," said Vitucci.

Pat Vitucci and Vitucci & Associates also offer financial seminar workshops on a no cost, no obligation basis and many are open to the public at various locations throughout the greater Bay Area during the year,
To find out about any of the locations and dates for any of the seminars or other events or to schedule a portfolio review, visit the web site at http://www.dontinvestandforget.com.

These seminars will also cover asset management aimed at planning for retirement and ways to help maximize savings on taxes. Other important subjects will include estate planning, long term care and life insurance, risk management and preservation of savings. Questions from the audience will also be included during the 1 1/2 hour presentation.

Pat Vitucci also hosts "YOUR FINANCIAL LIFE" , an hour long radio program heard throughout the Bay Area on Saturdays, 8-9am on KKSF Talk 910 in San Francisco, KSRO 1350AM in Santa Rosa and KDOW 1220AM in Fremont. The program is also heard on Mondays at 6PM on KDOW.

Check other helpful financial articles:

What Is A Financial Advisor?
Ten Considerations In Financial Planning For Retirement
Investment Vehicles
Retirement Planning
Estate Planning
College Savings
Tax Strategies
Insurance Planning

About Pat Vitucci
Independent financial advisor Pat Vitucci has appeared on several radio and television stations in Sacramento and the San Francisco Bay Area for over 20 years, providing financial education. He also conducts seminars with well known media personalities. Pat has also lectured at many organizations, both civic and fraternal, and at numerous corporate-sponsored events.

Pat’s mantra—“Don’t Invest And Forget”™—is not only the title of his book, but it is also the foundation of Vitucci & Associates Insurance Services. Additionally, it’s a reflection of how he manages his investments with an active asset allocation method of continually evaluating and redeploying clients’ portfolios based upon changing market conditions.

Pat Vitucci has been an active leader in the financial services industry for more than 30 years. He has served in various capacities in his corporate life, including being President of Broker Relations and President of a subsidiary of a major financial corporation. He lives in Alamo and studied at Monmouth University in New Jersey, where he earned a Bachelor of Science degree in Economics.

Securities and advisory services offered through National Planning Corporation (NPC), member FINRA, SIPC, and a Registered Investment Advisor. Pasquale Vitucci, CA Insurance Lic. # 0758212, is an Endorsed Agent of Vitucci & Associates Insurance Services CA Insurance Lic. # 0I06319. Vitucci & Associates Insurance Services and NPC are separate and unrelated companies. . 91487

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Charlie Coane
Don't Invest and Forget
since: 04/2012
Like >
Visit website