ASSET PRESERVATION

Don't Take a Chance with your Retirement

What percentage of your savings are you willing to lose?

As we near retirement, the shift begins from asset accumulation to Asset Preservation. This is no longer the time to put your principal at risk. As the dot com bust of 2000 demonstrated, if you are in the stock market, either via mutual funds or equities, then your portfolio has the potential to lose money. Money market accounts and CD's are safe, but do not give adequate interest earnings. You have choices. The idea is to still make money, but to put nothing at risk.

We can show you strategies in which you can participate in stock market gains without the risk of losing any principal in a stock market decline. Think about it, this is a no lose situation. The stock market goes up and you make money; yet if the stock market goes down, you don't loose a penny. There are vehicles that let you participate in this very scenario.

Our sophisticated software can help evaluate your present portfolio and create for you a financial design that will allow you to receive a monthly income, at the same time guaranteeing that your net worth will not diminish.

Contact us directly at 415-460-5262 or email to request help.