What if there was a retirement strategy where your money was 100% guaranteed to be protected against market losses and earning a reasonable rate of return.
Good news! Such a product does exist!
Studies have shown that more people fear running out of money than they fear death. If you are afraid of running out of money, then why would you expose it to unnecessary risk?
We offer our clients safe money solutions that can guarantee their hard-earned money is protected from market losses.
After all, why would you want to risk financial happiness in retirement.
Matthew G. Sherman / Certified Financial Fiduciary
Matt was born and raised in West Palm Beach, Florida. He has always had a passion for helping people and shares with his clients at all economic levels innovating ways to how to Transition Into Retirement safely and with peace of mind. He loves teaching classes and speaking at different organizations throughout South Florida.
- Understanding the IRS rules and regulations regarding your 401k
- How to avoid the most common mistakes when rolling over a 401k
- What investment options are available to roll a 401k into and which ones are not
- How to choose the best option for you
- How to use a 401k to generate predictable and reliable income for life
- Much more
This is a 30 page detailed report that is designed to give a realistic view of how funds may last throughout retirement.
In addition, we are able to illustrate the effect of premature death, a nursing home stay, or a market correction.
AssetLock® is a communication tool used to help users stay informed on their retirement accounts. With AssetLock® Personal, the user has complete control over the downside percentage (AssetLock® Percentage), which is used to send alerts.
This 9 page comprehensive and robust aid helps analyze Social Security Options including personalized filing strategies, break even analysis and cash flow analysis.
To be prepared for retirement, you first need to establish your after-tax retirement income goal adjusted for inflation. You also need to determine if your retirement assets are sufficient to meet your goal. If you are not on track, your next step is look for a way to provide financial security in a tax-efficient manner.