How much of your portfolio is truly safe from a downturn in the market?
It is important to ensure that even if the market goes down, a portion of your wealth is unaffected.
As you approach retirement, you may want more of your money in a safe environment. You may also start to wonder how you are going to turn your wealth into a steady income stream.
This is our specialty. We help people insulate their portfolio from market risk and create guaranteed lifetime income streams in retirement.