For Those Already Retired

You’ve reached retirement and you are ready to enjoy it! You have saved a nest egg for retirement, and you want to make sure that you protect it from market risk, but still have the opportunity for it to grow. You want to draw money from the accounts, but you want to make sure you are not taking too much out. 

If asked what your risk tolerance is, you probably would say that you are a moderate to low risk taker. You are not interested in large account value swings, you do not like the idea of losing money in your accounts. You would rather spend your time focusing on the things you enjoy in life, not wondering if the current economic conditions will derail your retirement plans. You are looking for a plan that is simple, allows you to draw the money you need to enjoy life, and requires very little work on your part. 

If this sounds like you, we are a great fit for each other. For our clients that are retired, we focus on selecting investments that reduce market risk, and allow for sustainable distributions. If you would like this type of approach for your retirement investments, contact us to schedule a time for a call.

If you are retired and are looking for high risk investments, we are not a good fit for you. Sorry!