Vocational Spotlight: John Day and Matt Heller

John R. Day and Matt Heller are Macon Rotary members from the fee-only financial planning firm Day & Ennis, LLC.

One of the questions they hear most often is, “When can I retire?” John and Matt, along with partners Bill Ennis and Stephanie Davidson (Macon North Rotary) provide retirement plans that allow clients to live in comfort and security.

The fact that they operate on a fee-only basis is a major consideration for most people. At Day & Ennis, there are no commissions on sales of securities or insurance. The company has no vested interest in selling anything, so clients can count on unbiased financial advice. Day & Ennis is also a fiduciary financial advisor, which means their clients’ financial interests come ahead of the firm’s.

John and Matt help clients achieve their investment goals, so they’ll be more secure for the future. Whether the first priority is planning for retirement, managing a 401-K pension plan or creating a tax-efficient estate plan, they can organize clients’ financial lives. This provides them a priceless return on their investments – peace of mind.

John, Bill, Stephanie and Matt are all members of the National Association of Personal Financial Advisors. They share the belief that a comfortable retirement begins with sound, fee-only financial advice. They can be reached at (478) 474-7480, or through the website, www.dayandennis.com