Confidence in your retirement savings is difficult if you feel a loss of control of your retirement investments. You and your trusted investment advisor should maintain control of your portfolio. Elements of savings control that you should consider:
⁕ Investment management – choosing the investment vehicles and their relative proportions;
⁕ Choice – selecting from a wide range of investment options;
⁕ Custody – determining where your assets are held based on convenience, oversight, access, and regulatory protection;
⁕ Portability – accessing your assets without surrender charge or creating tax liabilities.
We believe that fearing loss of control should not be an impediment to maximizing your retirement income and legacy. We work with insurance companies to bring you products that keep you in control.