We find that many clients who walk into our doors for the first time are utilizing financial plans that were created in the 1950s. It is our belief that our economic environment has changed so drastically, especially in the last decade, that strategies birthed in the 1950s are not good enough. These financial plans, built on the premise that stocks and bonds are the entire picture of diversity, have failed clients all around the Nation. Many Americans have placed their entire nest egg, the wealth they have spent a lifetime accumulating, into “pie charts” that were supposed to provide diversity and safety to secure their retirement. However, reality has struck, and Americans have seen their investment accounts drop up to 50%, twice, since the year 2000. It doesn’t have to be this way!
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