Investment Management

Let our dedicated team help you navigate through your retirement investment options. 

Retired couple smiling on a sailboat

What was once good for your investment portfolio may not be appropriate moving forward. As you get closer to retirement, do you know exactly how much risk you are taking? Do you know how much risk you should be taking? Do you know the quality of your current investments?

As you approach retirement, professional retirement portfolio management becomes more important and necessary. While you were working, you were in the accumulation phase. Markets (and your investment portfolio) went up and down. While you probably didn’t like the downs, you had time to continue saving for retirement.

What was once good for your investment portfolio may not be appropriate moving forward. As you get closer to retirement, do you know exactly how much risk you are taking? Do you know how much risk you should be taking? Do you know the quality of your current investments?

As you approach retirement, professional retirement portfolio management becomes more important and necessary. While you were working, you were in the accumulation phase. Markets (and your investment portfolio) went up and down. While you probably didn’t like the downs, you had time to continue saving for retirement.

You no longer have time to grow and add to your savings.

As you now are thinking about, and coming closer to, retirement you are entering the distribution phase. You cannot gamble with your hard-earned savings and investments. You need to know how much investment risk you are taking, how much you could lose, and how long your money will last. Protection with reasonable growth is our philosophy at Custom Retirement Solutions.

Contact us for a free, no obligation portfolio review of your current investment accounts. The first step in investment management for retirement is understanding exactly what you have, how much investment risk you are taking, and how long your hard-earned savings will last.

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Let our financial advisors help you plan your financial future! Complete the contact form or stop by our office and we’ll be in touch.