Current & future clients -
It’s important that we get together to discuss strategies that will benefit you. Please use this list below as a guide for times that will be beneficial for you to be in touch with me. It will also be to your benefit if you contact me as soon as possible after any of these events happen.
Also, please remember that Devers Financial offers a free yearly review.
Please contact me to schedule yours now.
Michael Devers – 830.743.9713
You should call me if:
- You change jobs
- You consider retiring
- You receive an inheritance
- Interest rates go up or down in a substantial way
- The stock market goes up or down in a substantial way
- If you pay Taxes on your Social Security
- If you are forced to withdraw RMDs from your retirement
- If you have to pay Alternative Minimum Tax (AMT)
- You get married.
- You get divorced
- You have a child
- You buy a home
- You start a business
- You win the lottery
- You have a catastrophic illness such as heart attack, stroke or cancer
