Your portfolio includes more than just your stocks and bonds. Portfolio management companies must take into account potential growth investments, inheritance implications and your financial assets including insurance, annuities and real estate. Your portfolio must be designed to help protect your family and your estate and help provide for your lifestyle in retirement.
As a portfolio management firm, Retirement Evolutions Wealth Management creates investment and portfolio management plans to help identify potential impacts on your investments. We will help you make important decisions to help protect your portfolio for a more secure financial future. Retirement Evolutions provides experience with the following financial tools to help you reach your goals:
- Helping you optimize and diversify your investments
- Evaluating and recommending growth opportunities for your needs
- Helping protect your investments through risk management
- Helping develop your retirement plan
- Managing external impacts on your portfolio
- Helping you develop sound financial priorities
- Planning charitable and family gifting
- Providing financial information and insight
- Portfolio management planning
We take the time to fully understand your individual circumstances and your financial objectives in order to help provide a customized portfolio and asset management plan. Our investment advisors can provide you unbiased advice and work on your behalf.
Portfolio and Asset Management
Attempting to develop your own investment portfolio can be complex and confusing, and ineffective portfolio and asset management can put your assets at risk. In fact, there are an abundance of financial choices and new financial products to understand.
Working with an experienced and trusted advisor will help you make the right decisions. As your financial guide, we’ll help make sure you have the information necessary to evaluate emerging opportunities and manage personal finance issues to prioritize and reach your retirement goals. Your personal portfolio management plan will reflect your financial needs and values in order to meet your retirement objectives.
Retirement Evolutions Wealth Management offers investment management strategies designed to fit your financial needs.
By contacting us, you may be offered insurance and/or investment products for sale.
LISTEN TO JOHN AND KARYN ON THE RADIO
2018 marks the 10th anniversary of the Great Recession of 2008. Despite a painfully slow recovery, U.S. economic growth has been sustainable. The stock and bond markets continue to perform well, unemployment is low and the economy is generally considered healthy and booming.LISTEN
You may think you know everything there is about Social Security, but even today in the Information Age there are myths and misinformation that persist. Today on Radio Evolved, Jon and Karyn go over several long-held ideas concerning Social Security and explain the facts as well as dispel the myths so you can get the absolute most from your benefits.LISTEN
Some people still have a traditional pension waiting for them to provide retirement income, but most do not. There are many strategies and options available to build one for workers who don’t have one available. Jon and Karyn take a look at straightforward steps you can take to build that lifetime retirement income using many different sources – Social Security, home equity, real estate holdings, annuities, and more.LISTEN
By: Karyn Damschen
Women live, on average, ten years longer than men. Women also tend to earn less than men in their lifetimes, often due to working from the home raising children or caring for family members. Given these two facts, longer life and less income, it is important that women understand their Social Security eligibility and get the most out of their benefits. And 40% of recent women claiming their benefits were only 62 years old while only 3% were 70 when they claimed their Social Security– the age at which you would receive your maximum payout. If you claim your benefits early, you may receive a payment reduced as much as 30% of its possible value.[i] Since women may live over thirty years or more on that payout, it’s good to know your options. We encourage you to visit the Social Security website, or a local office, and look over your details, making sure everything is accurate.[ii] We may also be able to help you in this area.LISTEN
Many things can be done on your own for retirement planning, but there are areas where having a trusted financial professional can be a great benefit. Today Jon and Karyn go over four specific areas such as Social Security optimization, tax diversification, and others, where professional help can help maximize your ability to be sure the income is there for your post-working years.LISTEN