Thoughout the lifespan, the way we all approach savings and investing changes. When we are in our working years we are amassing our resources and want them to grow as quickly as possible. We are a bit more comfortble with taking risks because there are still some years to earn and withstand any losses due to market corrections.
Once retirement looms on our horizon, our ability to absorb or be comfortable with some risks diminishes. The time to earn and amass resources has passed for the most part. Now it is time to use those resources to accomplish the retirement we have been dreaming of during our work life.
We offer an asset allocation evaluation which will help your determine if your financial resources are divided among types of financial products that will help you acheive your goals now that you have reached retirement.
If there are funds at some risk that would better serve your goals in a "safe money" account, we may be able to help you protect your 'nest egg' and use it for the things you desire.