{"id":5047,"date":"2023-10-18T14:38:46","date_gmt":"2023-10-18T18:38:46","guid":{"rendered":"https:\/\/poolelocke.com\/?page_id=5047"},"modified":"2023-10-18T14:38:46","modified_gmt":"2023-10-18T18:38:46","slug":"asset-management","status":"publish","type":"page","link":"https:\/\/poolelocke.com\/financial-services\/asset-management\/","title":{"rendered":"Asset Management"},"content":{"rendered":"

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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\u2019t 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.<\/p>\n

That\u2019s why in our initial meeting with you, we\u2019ll create a financial-risk-management plan to help ensure that the level of risk you\u2019re exposed to is appropriate for your current stage of life. After assessing your situation and identifying your goals, we\u2019ll help you create effective risk management solutions that include wealth- and asset-preservation strategies designed to generate the reliable income you\u2019ll need to achieve your goals.<\/p>\n

None of this means you can\u2019t 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.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1548099189754{background-color: #58585a !important;}”][vc_column][vc_row_inner][vc_column_inner][vc_cta h2=”Call or email our office today to set up a FREE FINANCIAL ANALYSIS!<\/strong>” txt_align=”center” shape=”square” style=”flat” color=”turquoise” add_button=”top” btn_title=”Schedule an Appointment” btn_style=”flat” btn_shape=”square” btn_color=”success” btn_size=”lg” btn_align=”center” btn_css_animation=”fadeInDown” btn_link=”url:http%3A%2F%2Fpoolelocke.fixedincomeaid.org%2Fcontact%2F|||” css=”.vc_custom_1551209869049{background-color: #58585a !important;}” btn_el_class=”h3″]<\/p>\n

302.439.0733<\/span><\/h2>\n

[\/vc_cta][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/4″][vc_empty_space height=”47px”][vc_column_text]If you know of a friend or family member who needs our services, please contact us and we will be happy to help them.<\/strong>[\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_empty_space height=”47px”]\n

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