Welcome!
If you are on this page, you likely received an invite to our upcoming seminar.
We know you enjoy the finer things in life, like a sumptuous steak dinner, but we also think you will benefit from some important information concerning retirement investing. It’s a simple and straightforward presentation and goes great with the dinner.
We believe a recession is coming.
The time to protect your portfolio is NOW!
Investing in retirement is different than investing pre-retirement. Is your retirement investment strategy built to provide enough income to cover your expenses? Will it be able to withstand a recession? Find out! During this no-cost, no-obligation presentation, we’ll discuss:
- Biggest mistakes retirees make while planning for retirement and how to avoid them.
- How to create a written retirement plan that covers every situation life may bring (death of a spouse, increased healthcare costs, etc.).
- How to create an income strategy in retirement to help ensure your income covers your needed expenses.Learn how to structure your current portfolio in today’s market.
Who This Is For:
Individuals who are close to or in retirement.
Those with investable assets that they will need managed by a fiduciary advisor.
Who This Is Not For (or Not Invited):
Financial advisors or insurance agents.
Individuals who have already attended a similar presentation.