Investment Management

WEALTH MANAGEMENT

LIVING LONGER IN RETIREMENT MAGNIFIES RISKS

Today’s average investor has access to more investment choices than ever before, but with greater choice also comes greater confusion. Have you felt the pain of loss in recent decades? Are you worried now about not earning enough of a return?

When it comes to investment management and wealth management in retirement, as we are enjoying longer life expectancies, the ability of your portfolio to earn returns is tested even more, which means it’s not enough just to average a good rate of return. You also have to be aware of things like sequence risk and the fees and redundancies that can wear a portfolio down over time.

Whether you are an experienced investor with an appetite for risk or someone with a 401(k) and a dream, we’re here to help you navigate your investment decisions to help you achieve your financial goals.

RISK MANAGEMENT

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RISK MANAGEMENT IN RETIREMENT

There are many types of risk in retirement, not just market risk. Retirement advisors like SF Financial Services know that sequence of returns risk is especially important when it comes to investment management and wealth management in retirement. Because your time horizon to wait for a bear market to turn back into a bull market is reduced or non-existent, we will help you consider all of your investment options in retirement to develop a portfolio that’s right for you.

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Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

LET'S CONNECT

Schedule a complimentary consultation to discuss your personal situation by calling (719) 597-2179 or sending us a quick email through our contact page. We can meet in person in Colorado Springs or virtually from anywhere at your convenience.

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