We Don't Think Retirement Planning Ends When You Retire
If you’re retired, congratulations! You’ve reached what we think should be your second childhood without parental supervision.
But just because you’re retired, we don’t think that means your retirement plan should along with you! We believe your plan should be designed to help make your money last as long as you do, which means it doesn’t get to retire!
We believe your plan should always be working for you to grow your investments, but also protect them from the devastation of a bear market. After all, your investments may need to last a long time. The Social Security administration reports that:
- A man reaching 65 today can expect to live until age 84 on average.
- A woman turning 65 today can expect to live to 86 on average.
- About one out of every four 65-year-olds, today will live past age 90, and 1 in 10 will live past age 95.
Our philosophy is retirement should be one of the best chapters of your life, and we want you to be able to live it with financial peace of mind.
Our investment strategy was created to help provide you with a sense of security knowing your assets are protected from the stock market’s downside so your retirement income will last as long as possible. We will work with you to build a retirement portfolio that uses our Invest and Protect strategy which is specifically designed to continue growing what you’ve built while also shielding it from a bear market.
Investments Designed to Help Provide Long-Term Retirement Income
The time has come to live solely on your retirement income, and no one wants to run out of money in retirement.
How can your assets last if they are constantly exposed to the risk of the stock market’s looming downside? We want to help.
We believe having an investment strategy that balances growth and protection is the best way to give you long-term income and financial peace of mind. Our Invest and Protect strategy is designed to do just that. It allows you to participate in the stock market’s unlimited upside with what we consider a tolerable downside.
As your Retirement Planner, we consider your unique retirement goals and then create a personalized plan: