Retiree Financial Planning
Secure Your Future with a Concrete Plan of Action
You’ve worked hard to get where you are today. Saved your money. Invested wisely. Weathered financial storms. You’ve accumulated an impressive nest egg, carefully built from years of smart money management and sacrifice.
(The truth is most investors aren’t sure. That’s a very uncomfortable place to be…)
Is your investment portfolio truly diversified to minimize your risk?
Welcome to the investment company dedicated to preserving your wealth so you can relax and truly enjoy the benefits of retirement.
Whether you’re still working or have already retired, we can help you analyze your current investment portfolio and develop a concrete plan to preserve your wealth and minimize your vulnerabilities to future uncertainty.
At Liberty International Investment Management, we get it. You’ve been so busy living your life, that you haven’t done the math. Most investors don’t. And even the ones who do still aren’t sure how to protect their wealth from market volatility and an uncertain future.
We’re here to change all of that.
How It Works:
- Our Investment Strategy Starts with You
At Liberty International we understand that the measure of our success is your success. That’s why we focus our first discussion on you. Your plans. Your goals. Your hopes and dreams for your life, your family and beyond.
- We’ll Crunch the Numbers
Next, we’ll discuss your current assets and investments, your investment strategy to date, your income, upcoming expenses and future challenges. This helps us determine how close you are to your goals right now.
- Your Customized Investment Plan
After we know where you are and where you’re going, we’ll lay out a comprehensive plan to keep your money working for you. We’ll custom-tailor a unique investment plan for you focused on wealth preservation and diversification to minimize risks and provide predictable income streams. Learn more about our investment approach.
- Ongoing Communication Is key
We meet with you twice a year to review and revise your plan as your needs change. In between reviews, we’re always available to answer your questions or offer advice when you’re faced with a sudden change or unexpected opportunity.
You’ll also receive our quarterly newsletter that provides an overview of market conditions, our current strategies and educational articles to help you become a better investor over time.
Ready to secure your future and start enjoying your retirement?
No matter what your retirement goals are, we’re here to get you to the finish line with confidence!