Protecting Yourself Against Market Fluctuations

Retirement Planning

Protecting Yourself Against Market Fluctuations

Posted by COTO Insurance & Financial Services
11 months ago | August 27, 2018

 

Often when we’re helping pre-retirees plan for the future, one of their biggest questions revolves around market fluctuations. What do you do, if the market fluctuates during your retirement?

One of our biggest focal points is helping our clients to insure their portfolios. We want to make sure that the money you earned and set aside for retirement will continue to be there for you.

First, we perform an analysis. We look at the current status of your portfolio, investigate the fees you’re paying, and talk about your goals. Do you expect to spend all of your savings in retirement, as you enjoy this next stage in your life? Or do you hope to leave a legacy for your children and grandchildren, or to a favorite charity? This is a conversation we need to have, one-on-one, to help you identify your personal objectives for your money.

Once we discover your goals, then the next step of the process begins. Together we evaluate different methods of accomplishing your dreams, while protecting your assets and income from changing market conditions.

Give us a call to learn more, and we’ll show you how to insure your retirement income.

 

Do You Have a Specific Question?

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Call 949-858-7200 or email info@cotoinsurance.com to speak with an agent.