Financial Strategy

THE FOUR ESSENTIAL PHASES OF A
SOUND FINANCIAL STRATEGY


 

4-wealthWEALTH ACCUMULATION

A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life.

 

4-wealthpreservationWEALTH PRESERVATION

Once in retirement, there needs to be a fundamental shift in the way you view money. This fundamental shift is the direction in which the money is moving. Before, you were in the working world creating a lifetime of accumulation. However, now as you reach retirement, it is more important than ever to protect and preserve the assets you have spent a lifetime accumulating. You must now begin living on your money.

 

4-incomeINCOME DISTRIBUTION

You have spent a lifetime building wealth. In turn, you have been taught to believe the lie that you are suppose to live off a percentage of your total portfolio. Often, this lie creates problems and overlooks strategies to guarantee your lifetime income. This improper planning often results in taking unnecessary risks within your investment portfolio to make up for substantial losses. At Edward Storer & Associates, we provide solutions that will guarantee a retirement income you absolutely cannot outlive.

 

4-wealthtransferWEALTH TRANSFER

Wealth transfer can be a vital component of your financial strategy. It is the final step in our process, and it provides you the increased reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family.

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