Does your portfolio match your risk tolerance?
Schedule a 15 minute call.
Since 1995 we have built our practice around four focus points.
• Understanding our clients goals and risk tolerance
• Educating clients in wealth accumulation and income planning
• Managing wealth with the objective to provide an inflation adjusted lifetime retirement income
• Helping our clients maximize Social Security benefits
The biggest retirement obstacle:
"Turning one's retirement nest egg into a predictable and inflation adjusted retirement income is one of the biggest obstacle a retiree faces.
It is necessary to have a very clear understanding of your annual expenses as well as knowing what income you will have from Social Security and pension plans. Any shortfalls must be funded from your personal savings.
Retirees face three main risk in retirement. Sequence of return risk (the risk your nest-egg will decline in value while your are making withdrawals); inflation risk (your purchasing power will be eroded) and longevity risk (the risk you will outlive your assets). Each risk can prevent someone from enjoying a secure retirement.
Our approach addresses these risks in hopes our clients can have peace of mind knowing they have reliable income for life."
....Tim Hobbs- Founder, Chief Investment Officer
Understanding Social Security:
Everyday thousands of people file for Social Security without fully understanding all their options. Filing too early or using the wrong claiming strategy could cost you thousands of dollars in benefits.
To get a better understanding of how Social Security works click here to watch our video.
Retirement Income Planning:
To better understand the concept of Retirement Income Planning please watch our movie below.
©2014 Broadridge Investor Solutions, Inc.