22942 El Toro Road,
Preparing for retirement can be a daunting process.
Without careful planning you can easily lock yourself into a lifestyle that may prevent you from pursuing your retirement goals, or as we like to say, your Retirement Dreams. These blueprints enable our clients to better understand their accumulated retirement assets, enable them to check the progress on their current retirement plan, to identify potential risks from both market volatility and future taxation, and get a second opinion from an independent third party professional.
The Worst-Case Scenario is an important part of building your blueprint for retirement.
Our program relies on Financial Professionals who believe Worst-Case Scenarios are possible, or even probable. The problem is not all financial professionals want to partake in this kind of discussion. Chances are if you brought our blueprint to your Advisor he/ she would probably question why you would want to waste your time on such a low-probability scenario. To help with this, we have enlisted financial professionals across the country who have agreed to "play along" with our Worst-Case Scenario. This exercise causes financial professionals to "think outside of the box", to develop defensive strategies and not so heavily focused on growth.
For information, contact Signature America Wealth Management.
Paul@HappyPaul.com | (949) 215-7880