We Understand

Most of our clients and prospective clients are retiring or approaching retirement in the next few years. As a person approaches retirement or moves into retirement their investment and savings strategies change. Let’s use this example:

If I set three buckets labelled Low Risk/Low Return, Medium Risk/Medium Return, High Risk/High Return in front of a 30 year old investor and asked them what % of their money they were comfortable having in each bucket. Their preferences would obviously be much different than if I asked the same question of a 65 year old. Now my question to you as a retiree/potential retiree is this, have you adjusted your portfolio accordingly? Are your investments safe from the volatility of the market? Can you afford another 2008 adjustment to the market, as some brokers called it?

That is where we can help you, we understand that you can not risk another downturn in the market right before retirement. We only use NO risk, Medium Return, safe investment vehicles, in order to continue to grow your funds and still provide access to your money for emergencies. We can say unequivocally that we have never lost a single penny of any money trusted to our care. Our clients never have to worry about the red numbers going across the bottom of the TV screen. Want to enjoy that peace of mind regarding you nest egg? Call us today and let us protect your money as if it was our own.