As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan, because a significant reduction to your portfolio could potentially derail your retirement plans.
Just imagine a complete portfolio, where all your financial, estate and tax preparation needs are addressed in a customized binder. This is your comprehensive retirement plan. Our coordinated approach ensures that your plan is developed using an all-inclusive view. We have found that many financial services professionals focus on products; our experience shows that our clients’ needs are best met by focusing on processes and most importantly, people.
At Scottsdale Wealth Advisory LLC
we’ll examine issues such as:
- How tolerant are you of market volatility and losses in retirement?
- What current risks are you taking with your financial assets?
- Are your current holdings and strategies consistent with your risk tolerance?
- Are your assets well positioned to survive significant market corrections?
- How effective are your current retirement savings strategies?
- How much of your wealth should be protected from market corrections?
Talking to Brent Matthew
What to Expect
During our discussions, we encourage clients to carefully evaluate their risk tolerance and to develop an overall financial strategy that balances potential safety and growth. From our discussions and examinations, we’ll work with you to utilize retirement products and strategies designed to help protect, preserve and enhance your wealth.
Brent Matthew does not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.