Hancock Fielder Retirement Strategies
Be Proactive
Income Planning and Portfolio Management
A Registered Investment Advisory Firm
253-927-9554
Is Proactive Money Management for you?
Do you prefer a customized investment strategy tailored to your own financial circumstances?
Do you value a high level of risk management in today’s volatile markets?
Do you believe there is an advantage to adjusting a portfolio based on current economic and market conditions?
Do you enjoy the peace-of-mind that comes with the knowledge that professionals are monitoring your assets on a daily basis?
If you said yes to any of these questions, proactive money management should be part of your retirement income plan.
Five Steps to a
Successful Retirement:
Set a retirement date and determine your retirement income goal.
Take a full inventory of all assets, liabilities and income sources.
Consider multiple scenarios regarding inflation, tax rates, income needs, rates of return and possible changes in social security that could affect your income.
Construct an Actively Managed Portfolio to match your retirement income goal.
Review retirement plan to measure progress and make any necessary adjustments on an annual basis.
Hancock Fielder Retirement Strategies ® 33308 13th Place S, Suite 4, Federal Way,WA 98003
