Don’t put all your (NEST) eggs in one basket.
You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worry about what the market’s doing?
Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.
Anyone who invests in the market should understand it involves the potential risk of principal. So, to provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.
Have Questions for JP SANTANIELLO Retirement Planning Solutions?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
» Asset Protection
» Life Insurance
» Retirement Income Strategies
» Tax-Efficient Strategies
» Wealth Management
Investment advisory and financial planning services offered through Simplicity Wealth, LLC, a SEC Registered Investment Adviser. Subadvisory services offered through Advisory Alpha, LLC, a SEC Registered Investment Adviser. Insurance, education and consulting services offered through DBA NAME. DBA NAME is a separated and non-affiliated entity from Simplicity Wealth, LLC and Advisory Alpha, LLC.