Optimize your asset allocation for retirement.
Many Americans entering retirement come to find that the right asset allocation and risk can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you. Perhaps you’re now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement. Are your assets allocated properly?
Our organization prides itself on providing full-service retirement planning. We take an extensive look at each client’s unique mix of assets — this includes everything from your bank accounts, 401k’s, IRA’s, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more. Our comprehensive services and strategic partnerships allow us to integrate all aspects of our clients’ wealth into a coordinated effort. Don’t wait until you are 1-3 years out from retirement and let disaster hit your plans. Get a plan in place today when you have the ability to make changes to avoid catastrophe down the road.
We offer:
- Protecting Principle, Protecting Gains, and Protecting any Future Income
- Proper risk allocation for you specific needs
- Strategic Management of Risk Type Assets
- Income Planning
- Comprehensive Executive Financial Coaching
When you work with us, we organize and develop a comprehensive retirement plan.
Although many financial services professionals focus on specific products, our experience has proven that our clients’ needs are best fulfilled focusing on processes, and most importantly, people.
Making a recommendation on asset allocation is not a one-size-fits-all proposal. When you speak with Paul, we provide you a framework that aims to satisfy your retirement income budgeting needs to go along with a risk tolerance that satisfies your growth expectations.
Asset allocation simply isn’t something you do once, but something that may be ever-evolving throughout your retirement, and knowing who to turn to for advice can make a world of difference.
Any comments regarding principle protection and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity products are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer