Retirement requires strategy
The greatest risk at retirement is called the sequence of returns. This means that should you experience unfavorable negative returns when you start withdrawing your money, this would cause a significant erosion of your retirement assets.
We manage this risk by protecting your assets with safe investments with predictable positive returns for your retirement needs.
Many retirees on the other hand are attempting to achieve predictable retirement income for life from an unpredictable source, the stock market. A bad year could reduce your nest egg by 25% in one year!
The greatest risk at retirement is to out live your retirement dollars.
Many retirees are unaware that retirement requires a different set of strategies for having their nest egg last a lifetime.
The strategy you employ for spending your retirement dollars will determine the sustainability of your retirement income for life.
The majority of advisors are attempting to increase your potential rate of return which usually increases your potential risk.
We believe there is more opportunity in helping our clients find money they are losing unnecessarily and unknowingly
- Marc Boesener
