Optimize your asset allocation for retirement
Many Americans entering retirement come to find that the right asset allocation and risk can be just as important as the actual dollar amount they have saved. You’ve worked hard for years to save for retirement, and now that time is upon you.
Perhaps you’re now wondering if all the pieces are in place for you to enjoy a happy and worry-free retirement. Are your assets allocated properly?
We take an extensive look at everything within your unique mix of assets including the following:
- Bank Accounts
- Social Security Benefits
- Estate Plans
- Insurance Policies
- and more….
- Insurance Planning
- Beneficiary Review
- Retirement Planning
- Financial Needs Analysis
- Analysis of Present and Future Expenses
- Income Planning
Making a recommendation on asset allocation is not a one-size-fits-all proposal. We provide you a framework that aims to satisfy your retirement income budgeting needs to go along with a risk tolerance that satisfies your growth expectations. Asset allocation simply isn’t something you do once, it’s often ever-evolving throughout your retirement — and knowing who to turn to for help can make a world of difference.
Third Tier Wealth Management and Michael Demkiw, do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor. In the event that you do not have your own attorney or tax professional, we will partner with local CPA firms to provide tax services.