The problem is no one is listening. I believe that your past has a lot to do with the design of your financial future. That's why it's so important for an advisor to take the time necessary to listen to your life song. We are all shaped by people, places and things early on in life and many times we find out some of those ideas and thoughts have been dragging us down and even holding us back from living life as we desire.
Building a plan is easy. We all have different views towards money and those views are important for your advisor to understand. I am one of those advisors who is willing to listen to your song and your thoughts or concerns regarding "The Money Monster". I meet folks where they are and help them objectively assess their current reality in a clear and easy to understand way.
Building a plan is easy. We all have different views towards money and those views are important for your advisor to understand. I am one of those advisors who is willing to listen to your song and your thoughts or concerns regarding "The Money Monster". I meet folks where they are and help them objectively assess their current reality in a clear and easy to understand way.
Services
If you currently participate in a 401(k), 403 (B), or 457 plan you should consider having your account professionally managed. By doing so it could potentially mitigate significant losses in your account from a stock market crash if one were to happen. It could also enhance your future gains proportionally all at the same time.
Our Mathematically Correct Retirement Income Strategies are built to stand the test of time regardless if the stock market performs the way we would like it to. Everyone nearing retirement remembers the market crashes of 2008, 2000, & 1987.
During those times many people relying on their retirement income from market-based strategies had to significantly reduce their income or in some cases even stop drawing income all together to avoid completely running out of money.
During those times many people relying on their retirement income from market-based strategies had to significantly reduce their income or in some cases even stop drawing income all together to avoid completely running out of money.
Most 401(K), 403(B) and 457 plan participants receive little to no help managing their accounts. Have you been told that as the market goes so goes your savings? Have you been told there is nothing you can do about stock market downturns? Over the past decade, there has been a silent movement within the 401(k) world that has brought about a new game-changing tool for plan participants that can minimize losses and maximize gains.
Many investors unknowingly get financial guidance from an adviser who, while knowledgeable, may only represent a specific firm and its proprietary financial products. That adviser may also be getting paid an undisclosed commission to sell that specific firm's proprietary products, which may not be the best products available for you.
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