HOW HAS THE CURRENT MARKET VOLATILITY AFFECTED YOUR RETIREMENT SAVINGS?

Schedule a time to meet with a Registered Investment Advisor!
 
  • We will provide you with a "report card" on your current portfolio through our proprietary "PAR" process. Our portfolio analysis review is provided by Morningstar, and is a $1,200 value.
  • Do you have financial strategy that helps protect your retirement savings from a bear market?
  • Is your portfolio properly diversified so that it will help further reduce risk?
  • Does your portfolio generate a living income with minimal risk?
  • Have you put an income plan in place designed by a team of Certified Financial Planners (CFP's) that fit YOUR personal requirements?
There is no charge or obligation for the meeting. Complete the contact form to get started.
NOTE: Due to the design of our portfolios, our meetings are designed for people 50 and over with at least $50,000 in investable assets, not including your home or real estate. If you do not yet meet our minimum, please keep us in mind as your assets continue to grow.