South Pointe Advisors

Do you need growth, to keep up with expenses and not run out, but are worried about another 2008? Do you struggle to understand how to reliably replace your paycheck once leave the workforce? Are you looking to lock in a lifestyle in retirement without getting jerked around by the markets and political events outside your control? Would you like to reduce your investment risk, but wonder if your plan would still work? You are not alone. These are common problems that retirees and pre-retirees face. With the elimination of pensions, the individual is now on the hook to figure it out on their own. South Pointe is an independent fiduciary. Meaning we are legally obligated to put our clients best interest first. Not Wall Street's. We work exclusively with retirees and pre-retirees to create retirement income plans that last. We can help you reduce risk, without giving up the growth you want and need, while minimizing fees and taxes. We can help you create and execute a concrete game plan. So you can live well and rest easy. So you can move on and focus on the other areas of life and loved ones that take priority at this stage in life. Get in touch to get started today.

网站

https://southpointeadvisors.com/

South Pointe Advisors的外部链接

所属行业

投资管理

规模

2-10 人

总部

New York，NY

类型

私人持股

领域

retirement、retirement planning、financial planning、tax planning、investment management、401k、IRA、risk mitigation、income planning和Social Security