Once I know your goals, and I know the current state of your finances, I can make recommendations and create a plan for you. There are usually many paths to reaching your goal. I can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Aligning your portfolio allocations with your risk tolerances to help ensure that you’re comfortable with your wealth management choices is always the first step. After that, constant monitoring, review and assessment gives me the right information to stay the course or course-correct if needed.
I believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, I aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
It can be difficult to know how your benefits and defined benefit pension will align with your other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. I also help business owners with various strategies for employee benefit options.
AND WE'LL GET RIGHT BACK TO YOU.
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. McAlpin Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21600 - 2022/1/4
Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser. McAlpin Financial Group and CreativeOne Wealth, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21600 - 2022/1/4