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Asset Accumulation

It is important to develop a defined and disciplined approach to specific savings goals. We work with clients in addressing the following key elements:

  • Identify specific savings goals – college, retirement, major purchases, vacations, etc.
  • Define the target dates for your goals – short, intermediate or long term
  • Develop and maintain an emergency reserve fund for short term liquidity
  • Eliminate short term debt such as credit cards
  • Efficient management of long term debt such as a home mortgage
  • Understand the relationship between risk and reward – what is your comfort level with investment volatility, especially related to the target dates of your goals
  • Take full advantage of tax deferred plans – 401(k), 403(b), TSA, deferred compensation – especially if employer matching is available
  • Selection of appropriate investments and recommendation of an asset allocation strategy consistent with your goals

Retirement Strategies Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Retirement Strategies Ltd. and its representatives are properly licensed or exempt from licensure.  Retirement Strategies Ltd. does not provide tax, accounting or legal advice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Strategies Ltd. unless a client service agreement is in place.   Click here for firm regulatory disclosures Click here for current privacy policy

Retirement Strategies Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Retirement Strategies Ltd. and its representatives are properly licensed or exempt from licensure. 

Retirement Strategies Ltd. does not provide tax, accounting or legal advice. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Retirement Strategies Ltd. unless a client service agreement is in place.  

Click here for firm regulatory disclosures

Click here for current privacy policy

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