Money management is not an easy process. Effective money management involves two important components: managing your investments and preserving your wealth. If you want help with important financial decisions, consider the services of Republic Asset Management Corp.
“Our goal is to create financial solutions and provide an extraordinary amount of personal service. We strongly believe that by educating our clients, they can be well-informed participants in their personal financial planning process,” says company principal Milt Bauguess, a Chartered Life Underwriter. “After talking to us, you’ll know you’ve been heard. We begin by determining your financial and personal goals, then help you create a strategy designed to help achieve those goals.”
Milt Bauguess and the staff of Republic Asset Management are available to help plan your financial future.
Active in assisting seniors with financial solutions for the past 30 years, Bauguess says personal financial planning is more important than ever, especially for those who are nearing retirement age or have already retired.
“The average life span has increased by 31 years in this century alone, and many people are financially unprepared to support themselves for life after retirement, ” he says. “The average retirees have stopped working with no calculations, no figuring on how much they will really need and how to invest assets to last the rest of their lives.”
The good news is there are federal tax laws on the books that enable people to avoid paying thousands of dollars out-of-pocket for taxes, probate and nursing home costs. “The bad news is the government will not notify you of your eligibility. You have to find out for yourself,” Bauguess says.
To help seniors in their financial planning process, Bauguess leads weekly “Roll-Up-Your-Sleeves” Financial Workshops at the offices of Republic Asset Management. The free seminars are held Wednesday mornings and Thursday evenings. For more information and reservations, call the offices at 656-3400 or (800)548-7974.
Bauguess is the author of “Retirement Investing,” to guide people through retirement decisions and estate planning and is offering the book free “to address people’s concerns and to help people avoid making the same mistakes others have,” he says.
Bauguess is a member of several civic organizations, including the Chamber of Commerce, where he participated in Leadership Tallahassee.
He is active in Springtime Tallahassee, Big Brothers/Big Sisters and Seminole Toastmasters and was nominated for Volunteer of the Year three times.
“I think it’s important for local businesspeople to be good community citizens, and to give back to the community with time, talent and energy,” he says.
Republic Asset Management offers investment products, including a full array of IRAs (Traditional, Roth, and Educational, among others) Insurance for disability income, life and long term care is also available as well as financial strategies for college, estates, profit sharing and retirement. Republic Asset Management is also available to manage corporate retirement and pension plans.