Sign up for a FREE CONSULTATION or Call us today at 866-329-3322 to schedule your consultation. As a Fiduciary we start with a phone or in-person consultation to understand your concerns and goals. It's about YOU. Where are you along your path? Maybe you would like help with your 401k or your 403b.
We are here to assist and answer your questions. Our investment strategies are based on tactical money management methodologies versus Strategic Asset Allocation. We strive to protect our clients from major market drawdowns as in 2000-2002, 2008 and 2020. In addition, when clients are looking for income, we utilize different markets to generate income while protecting their capital from major market drawdowns.
We are here to assist and answer your questions. Our investment strategies are based on tactical money management methodologies versus Strategic Asset Allocation. We strive to protect our clients from major market drawdowns as in 2000-2002, 2008 and 2020. In addition, when clients are looking for income, we utilize different markets to generate income while protecting their capital from major market drawdowns.
Services
As a Fiduciary Investment Advisor my focus is to assist pre-retirees and retirees in protecting their assets through volatile markets using science and math. Creating reliable income while increasing their wealth is a priority. Our goal is to provide solutions and support as a valued resource for our clients in achieving a financial peace of mind whether you are 35, 45, 55, 65+.
Lally Wealth Management provides Institutional money management on your 401k at no cost or less than the price of your car insurance while providing protection from the volatility of long recessionary drawdowns in the market. Your 401k determines how much retirement income that can be generated for you to enjoy during retirement.
Income planning is an essential part of a healthy portfolio whether you need it now or in retirement. Lally Wealth Management recognizes the importance while always taking into account the larger picture of what really matters to you. Our income strategies are designed to maximize income in addition to reducing downside risk during turbulent markets while still providing the income plan that is designed for you.
Protect Your Wealth from an Unforeseen Heath Event. Help protect your savings and family from the costs of long-term care, which are NOT covered by traditional insurances or Government programs, like Medicare. I have listened to the stories of how people had watched their loved ones need nursing care, but they didn't have any care coverage.
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