5-STEP RETIREMENT PLANNING SYSTEM
From increased market volatility and historically low interest rates to the loss of pensions and the rising cost of health care, the burden of retirement falls more heavily on the shoulders of individual Americans than it ever has before. But you don’t have to carry it alone. New Generation Retirement Planning is a holistic approach to retirement planning. It consists of a five-step retirement planning process that incorporates three hallmarks of our company – fiduciary, transparency and technology. Together, we will traverse the five important steps in the New Generation Retirement Planning System. You will be confident knowing that you have given careful consideration to asset allocation and risk, income planning, asset maximization, legacy planning and tax strategies.
Pave your company’s road to success by developing a proactive and purposeful tax reduction plan to address your needs. Our consultation services will provide you with comprehensive, case specific and tax efficient solutions to help manage your concerns and increase the efficiency of your business.
Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.
At Retirement and Investment Solutions, LLC, we believe no two investors are alike. In order to help each client pursue their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.
As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the clients’ best interest. Therefore, we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to work towards increasing your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.
*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus.
5 Important Social Security Questions You Should Know
For many retirees, Social Security benefits form the foundation of their retirement income. In order to make sure you get the most out of your benefits, you should have a solid grasp on this complex matter.
As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan, because a significant reduction to your portfolio could potentially derail your retirement plans.
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