As you near retirement, you may find that your attitude about risk begins to change. Market downturns could significantly reduce your portfolio and derail your retirement plans. Protecting and preserving your wealth should be an important part of your comprehensive retirement strategy.
At Heritage Financial we’ll examine issues such as:
• How tolerant are you of market volatility and losses in retirement?
• What current risks are you taking with your financial assets?
• Are your current holdings and strategies consistent with your risk tolerance?
• Are your assets well positioned to survive unpredictable markets?
• How effective are your current retirement savings strategies?
• How much of your wealth should be protected from market downturns?
