At Strategic Wealth Alliance Group, we want to help you retire well. We believe that the key to doing so is for you to craft a retirement strategy that includes:
Retire safe. Retire well.
For information on how to do just that, get in contact with us, to schedule a one-on-one meeting, or attend a seminar event.
Informational Seminar and Insurance Presentation
We reserve restaurants to hold seminar presentations, so we can help our clients get more informed on their options for retirement (something we believe is crucial to do) while they enjoy some gourmet food! Don’t wait, reserve a seat at one of our events today.
What Sets Us Apart From the Rest?
Many financial professionals say they care about their clients’ long-term success. How many actually do? We’ll take you through your options step-by-step, so you can make an informed decision. Additionally, we’ll make sure the strategy you have in place is the right one for you. We’ll also meet with you annually to discuss your situation. Because that’s the treatment you deserve.
At Strategic Wealth Alliance Group, our three core values are
Protection of Principal
As retirement approaches, or even arrives, your risk tolerance most likely changes. If you have money invested in stocks, you might be looking for a more secure place to keep it now. After all, once you’re retired, that money is the only source of income you have. And in the event of a stock market downturn, you could lose a large amount of it.
You don’t want that. And so, protecting your principal becomes your main priority. We understand the importance of this in a retirement strategy.
Reasonable Rate of Return**
Do you have to choose between protection of principal and a reasonable rate of return** on your money? Short answer, “No.” There are products out there that can offer you both of these benefits in retirement. If you’d be interested in implementing one of these products into your retirement strategy, contact us for more information.
Lastly, there’s the importance of having a retirement strategy that’s simple and easy for you to understand. The decisions you make now about your money will impact you for the rest of your life. If you want to retire well, it’s vital that you understand your strategy.
Planning for retirement doesn’t have to be complicated. We can walk you through your options and answer your questions in order to help you create the best possible strategy for you.