Retirement Asset Management In Orange County California

How can I minimize risk to my assets from market volatility?

One key to helping protect your assets is setting up a predictable and consistent income stream from a financial product that helps provide some security not found in the stock market. There are financial products available that help provide guaranteed income, such as annuities.

What You Need To Know About Asset Management

Important Facts About Investment Risk

I want to make sure that I explain to retirees (and those soon to be retired) important facts like the true impact of investment risk. I want to be sure that retirees understand the return needed after a loss just to get back to even. This math is simple and important to understand. As we age, the amount of time required to recapture our losses and the large gains needed become very difficult. It may take years of gains just to get back to where we started.

There are retirees who fear being embarrassed by their lack of investment knowledge. You worked, you saved, you raised your family, you sacrificed and went without to accumulate the money you now have for your retirement and eventually for your family. Please have the courage to do something positive about it.

Getting The Right Financial Advisor

Possibly because of their lack of investment knowledge, many retirees blindly trust an advisor. The question is, do you truly have an advisor to guide you through the turbulent times?

I don't meant to sound like an alarmist. Nor do I want to profess that I possess all the answers (no one does). However, I've been convinced that encouraging you (and others) is a worthy cause. After working with retirees for over 30 years, I've come to realize the importance of explaining explaining how retirement works, and helping people work toward their goals. My hope is that you can find the courage to take action.

This proess needs to be all about you, your life (with your family), and a sense of security. And it's about a terrific team of people eager to assist you -- eager to serve you and provide options which are simple, straightforward, and easy to understand.

The Solution

Our process is about discovering our clients' hopes and dreams for retirement. It is about bringing added value to retirement portfolios and developing stable and secure income streams that cannot be out lived.

Don't Be Pressured To Make A Decision

Depending on the issues we identify, we have strategies available to help. We offer guidance to help you reach your retirement goals, no matter the situation you may find yourself in. I personally guarantee that you will never be pressured to making a decision. Our success is based on two simple key elements: trust and goodwill.

We Are Here For You

We want people in our community to know we are here for them. After they meet with us, we want them to tell their family, friends, and neighbors how they were treated and how thorough our review process and planning truly is.

It takes courage to face things like volatile markets, long-term care concerns, and rising costs of health care and living expenses. It might seem easier to ignore it, deny it, just hold on, or to tough it out and see where it all goes. But I honestly believe you and your family deserve better. If you are concerned, unsure, unhappy, or losing sleep about what your money, your retirement and your financial future will be, then do something about it. Pick up the phone and call us at 949.859.8900.

Asset Management

Am I satisfied with my assets in the stock market?