Because of your generosity there are children in our community who received a special Christmas surprise. It was quite a sight, the back of Sarah's SUV piled high with toys, no room to spare. She made her way to the Picture Rocks Fire Station and was overwhelmed by the response she received from the firemen. They proceeded to explain how they had to turn some families away as they hadn't received enough in donations to meet the need of the community. But with this new delivery of toys, they would be able to fulfill some of those requests! Thank you again for helping make this holiday season a special one to remember.
Jack Davis is the founder and CEO of NRG Wealth Management, an independent wealth management firm serving high achieving retirees and pre-retirees with investable assets between one and ten million dollars. For nearly three decades, he has been using his asset management and financial planning skills to develop and implement planning strategies that help pursue his clients’ unique goals. Passionate about education, he holds a Masters in Personal Finance and the CERTIFIED FINANCIAL PLANNER™ credential. He is also the author of Cash Out! Retire on Your Terms, Live Well and Die Happy, a book that gives pre-retirees and retirees planning tools and insights that can help them flourish throughout retirement. Based in Oro Valley, he and his team serve clients throughout the greater Tucson area and around the country. Learn more by connecting with Jack on LinkedIn or visiting www.navigationretirement.com.
Navigation Retirement Group is a registered investment advisor. Navigation Retirement Group and its representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor, tax professional, or attorney before implementing any strategy or recommendation discussed herein.