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.
This 9 page comprehensive and robust aid helps analyze Social Security Options including personalized filing strategies, break even analysis and cash flow analysis.
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.