If you’re a retiree today, you’re probably concerned about the market.
When will we recover from this downturn? Are we due for more loss? Or will it rebound quickly? Does it matter who controls Congress? Should you be concerned about the Fed? Or long-term inflation?
As financial advisors, we talk to our clients a lot. Many of them are concerned about risk with their investments. Are they over-exposed without realizing it? Could there be safer investment options? What about annuities? What about bonds? Is the 60/40 portfolio the best strategy for today?
When we get these questions, we give our clients a customized risk assessment.
We analyze their investment portfolio, stress-test it against possible market events, and give them recommendations on how much risk they should have in their portfolio – and how to invest their money.
For the first time, we're offering this custom Risk Assessment to near-retirees and retirees across the country – and it's completely free.
All we need is a 30-minute phone call to gather the data for your own Retirement Risk Assessment.
Once we've completed the assessment, it's yours free.
This report is for near-retirees and retirees, with limited spots available. If you'd like retirement answers and want some clear direction, schedule a time to get your Retirement Risk Assessment right now.
Tucker Fahlen, Wealth Advisor
I'm Tucker, and I work with near-retirees and retirees across the country to get them the retirement clarity that they need most.
If you'd like your own custom Retirement Risk Assessment, schedule a time for a phone call by clicking the button below.
You'll talk with me directly. After our call, I'll present you with your own Retirement Risk Assessment.
No catch or commitment required.