Secure Retirement Strategies

With over 20 years experience in the financial services industry, I have seen the tremendous growth and subsequent destruction of retirement savings and net worth resulting from inappropriate investments and stock market volatility.

I believe in the future of America and the long term potential of the economy. Yet many retirement savers do not fully realize the upside gains of the market and always seem to suffer catastrophic losses when the inevitable stock market corrections occur.

With two major stock market collapses in recent years, many Americans are feeling confused and powerless about their retirement plans. Dismal stock market returns, diminishing company retirement benefits, the uncertainty of the social security system, along with increasing income taxes, put fear into many about their retirement futures and those of their children.

With a few adjustments, many could have avoided or minimized the devastation of a bear market on their portfolios, especially people in or near retirement who now have to either delay their retirement plans or severely alter their lifestyle because of these unexpected and untimely market corrections.

Balanced Wealth Solutions provides our clients with comprehensive, informed, and unbiased explanations of two alternative retirement wealth strategies that, if suitably and properly structured, can provide a tax free income or guaranteed lifetime income with upside growth potential and downside risk protection.

We explain the pros and cons of these strategies and how they compare with traditional investment products including real world comparisons, with logical and accurate math to back up our positions and facts so you can make an informed decision regarding the direction of your retirement plans and future.

We believe that no single solution works for everyone and the best strategy is finding what is suitable for each client based on his individual situation and risk tolerance. This means taking the time to learn about each client, his needs and goals, before trying to sell him anything. If the strategies presented are structured properly, with conservative projections, they do not need to be "sold," but stand alone on their own merit.

We take complex retirement strategies and break them down into simple concepts. We are dedicated to client education, full disclosure, and providing clients with accurate information on how the tools and concepts presented here can help guide them into the best financial products for building and protecting their retirement wealth.

For additional information, see my presentations "How to Build Maximum Wealth with Maximum Security" and "7% Guaranteed Return with Lifetime Income PowerPoint" to see how you can benefit from this exciting, safe, tax free wealth building strategy.