Asset Management

Most of the messaging that comes from Wall Street and many financial advisors is focused on growth-based financial strategies. That might be okay for investors in their 30s and 40s, but being overexposed to growth-based strategies as you near retirement can be risky. It doesn’t take complex risk analysis to determine that, as we near retirement, we should reduce our risk exposure. For anyone within 10-15 years of retirement, financial defense is a must.

That’s why in our initial meeting with you, we’ll create a financial-risk-management plan to help ensure that the level of risk you’re exposed to is appropriate for your current stage of life. After assessing your situation and identifying your goals, we’ll help you create effective risk management solutions that include wealth- and asset-preservation strategies designed to generate the reliable income you’ll need to achieve your goals.

None of this means you can’t remain invested in the stock market as you near retirement if you would like to. For those with the ability to withstand some level of risk, high-dividend-paying stocks can be a viable way to generate ongoing income in retirement while providing some risk mitigation.

Call or email our office today to set up a FREE FINANCIAL ANALYSIS!


If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.

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    Additionally, final expense coverage allows for you to avoid having to liquidate assets, such as stocks or bonds, at inopportune times, or to simply compartmentalize the costs that will arise, leaving the balance of your assets intact to enjoy or to leave to your heirs.

    Final expense coverage offers easy qualification and a streamlined application process. No health examinations are necessary — only a few health questions on a one-page application. Most people get coverage, even with health issues. Family support services may also be available with this coverage.

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