StoneWolfe Financial Inc.
Savvy Women Advisor
"How to grow my retirement accounts with minimal risk?
You've spent the last 30 or 40 years working for your money. Now you have to depend on your money working for you the next 25 to 30 years. But how do I grow my retirement accounts with minimal risk? Well first of all there are a few issues you are going to have to address first.
1: Are you going to collect Social Security? How much and when?
2: Do you expect to collect a pension? How much and when?
3: Do you have a 401k, 403B, IRA?
4: What other sources of retirement saving do you have?
5: How are you going to infuse all of the above assets into a long term retirement plan?
This is where we address the issue of: How do I grow my retirement accounts with minimal risk.
1: First we will need to adress "Asset Protection".
2: Next comes "Rate of Return"
3: Upon completion of steps 1 & 2. Is it Tax efficient?
4: How liquid is it? We insist that you have access to all your funds within three days "Penalty Free of any charges"!
I specialize in coaching and assisting my clients in the development of a substainable income and wealth management plan.
Registered Investment Advisor Representative