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TAKE CONTROL of your Retirement

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  1. Are you concerned about outliving your money will you have enough in retirement?
  2. Are you concerned for your future medical expenses or cost of living?
  3. Are you worried about the economy & changes in the market?
  4. Are you tired of your Nest Egg being at risk & will you have enough for a legacy?

We are pleased to tell you that there are a variety of options that offer both peace of mind, income, and security to many retirees. You are not alone in many of your concerns most of our clients have the same thoughts and issues when it comes to their retirement lasting. We pride ourselves of diversification and risk management.

Most retirees cannot afford to lose a majority of their portfolio because many are no longer working and you may not have the opportunity to recapture loss. The overall goal is preservation of capital, limited risk, and safeguarding your assets. The market is showing volatility. (WEEK ENDING 8/2/2019 CUMULATIVE TOTAL RETURNS BELOW)

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No one should live in limbo or in a state of uncertainty when it comes to their retirement portfolio.

At Classie Insurance & Investments we can put together strategies to meet your goals and show you true diversification. We can work together to determine what is right for your needs and personalize a plan to reach your financial goals and peace of mind. We look at your current assets 401K, IRA, Annuities, bonds, stocks, EFT’s, mutual funds, REITS, CD’s and your overall portfolio to put the best plan of action into play to work for you.

We look forward to exploring your options and you are welcome to visit our website for our upcoming seminar schedule or call us today for a FREE consultation 800-630-4299.

Equities1 Franklin Templeton Investments weekly article

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