www.costellowealthstrategies.com • 831.708.2395
9011 S oquel Drive, Suite B, Aptos, CA 95003
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
AN INDEPENDENT BUSINESS
Eric J. Costello
President/Financial Advisor
and
Kendra K. Cleary
Client Services Manager/Office Manager
RETIREMENT
e professionals at Costello Wealth Strategies consider investments as a means to an end, whether the goal is
a comfortable retirement, a grandchild's education or a legacy for future generations.
at's why they have chosen to work with Raymond James, a firm that focuses on goals, not transactions.
Whether you are actively contemplating retirement or already retired, we can help ensure
you have the resources you need for the retirement lifestyle you want.
e team at Costello Wealth Strategies works with you through Raymond James to offer a comprehensive range of
retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings,
and a dedicated and knowledgeable staff to help with planning your retirement.
rough a Raymond James Self-Directed IRAs, our clients enjoy the convenience of investing in stocks, bonds, mutual funds,
certificates of deposit (CDs) and other alternatives, and having those investments reported on one statement.
We can help you achieve your dreams and goals for retirement. Call or visit us online today:
8 LIVE IT UP! SUNDAY, MARCH 30, 2014 SANTA CRUZ SENTINEL
