As an annuity owner, you appreciate the value of annuities – guaranteed income, often for life, and at much higher rates than you can command from other safe, interest-bearing investments. But if you don’t already, you also need to appreciate the crucial importance of a diversified portfolio, and that means you also need exposure to the stock and bonds markets. To get all the facts, and request a free white paper on this topic, call Somerset Wealth Strategies at (800) 813-4000 or send us an email, here: https://lnkd.in/e392FJV
关于我们
Your goals are the driving force behind the financial guidance we offer. As independent advisors, we select the products and strategies that are right for you. Our recommendations are designed to reduce your risk to maximize your returns. Our thorough process ensures that your plan is customized to meet your specific needs and goals. Our philosophy is simple, though it's a radical departure from most financial planning: Reduce Risk to Maximize Returns Secure Downside Protection For Our Client's Money Use Insurances, Rather than Simply Promising Assurances Only Create & Recommend "Relative" Plans We cannot continue doing business the way most advisors have in the past, e.g. taking significant risks without adequate protection. We further understand that investors cannot afford another 10-year period like the last -- and that’s exactly why we'll keep doing things exactly as we have for the past 20 years. We'll continue to create plans designed to protect our clients, knowing they do not have the time, energy, or money to remake what they’ve lost. They need to be protected while at the same time stay ahead of inflation and enjoy their retirement through financial independence.
- 网站
-
https://somersetwealthstrategies.com/
Somerset Wealth Strategies的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Portland，OR
- 类型
- 私人持股
- 创立
- 1997
- 领域
- Customized Financial Strategies、Secondary Market Annuities、Managed Money RIA Services、Guaranteed Retirement Protection、Net Income Return Optimization、Tax Strategies、Wealth Transfer & Legacy Planning、Trust Services、High Net Worth Strategies和Disability
地点
-
主要
获取路线
4600 S.W. Kelly Avenue
US，OR，Portland，97239
Somerset Wealth Strategies员工
动态
-
"Investors are being treated to a wild ride, as fears around slowing growth, sticky inflation, and a weakening economic outlook collide with rapidly changing developments in US trade policy." #financialplanning #retirement #marketwatch #moneymatters #wealthmanagement #stocks
-
For retirees focused on maximizing their spending in retirement, the simplest annuities can serve as a useful tool. #financialplanning #retirement #annuities #wealthmanagement #nestegg
-
Only 14% of Gen Xers feel confident they have saved enough, and 54% worry about outliving their assets in retirement. #financialplanninig #retirement #moneymatters #wealthmanagement #GenX
-
The Roth 401(k) vs. 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice. #financialplanning #retirement #401k #wealthmanagement #moneymatters
-
With smart tax planning, retirees can have some control over how much of their income they'll get to keep, from Social Security to IRAs and investments. #financialplanning #retirement #taxtips #wealthmanagement #nestegg
-
There’s no way to entirely avoid paying income taxes when you convert a traditional IRA into a Roth account. However, with smart financial planning you can reduce the impact of those taxes. #financialplanning #retirement #moneymatters #wealthmanagement
-
"Model portfolios offered by asset managers and third-party strategists have become the backbone of many financial advisors’ practices. Outsourcing some, or all, of their investment management responsibilities lets advisors focus on more holistic financial planning and on managing their business." #financialplanning #retirement #moneymatters #wealthmanagement
-
Here’s how to make the most of the tax benefits that IRAs provide. #financialplanning #retirement #taxtips #IRAs #wealthmanagement #nestegg
7 Ways to Maximize Your IRA in 2025
morningstar.com
-
The IRS started accepting tax returns on January 27, and this site provide updates, tips, analysis, and essential information to help you navigate the tax filing process. #financialplanning #taxtips #moneymatters #wealthmanagement #nestegg