You may be able to use time to your advantage when investing for wealth accumulation.
The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.
However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of the assets invested in the stock market. Allocations can be set aside for more conservative investments and/or secured* income contracts such as annuities. Annuities are long-term vehicles designed to generate supplemental income during retirement. They have minimum guarantees backed by the strength and claims-paying ability of the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market correction.
* Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing carrier.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
It is important to feel you have control over your future. At Yeisley Financial Group, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence.
To schedule a time to discuss your financial future and the possible role of insurance or investment products in your financial strategy, contact us at firstname.lastname@example.org or call us at 316.719.2900 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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We are a group of independent financial services firms dedicated to helping individuals create investment solutions and retirement strategies using a variety of financial planning tools customized to fit their needs and objectives. Yeisley Financial Group, Inc. provides insurance products and services. Yeisley Wealth Solutions, Inc. is a state registered investment advisor firm that provides investment advisory services. Yeisley Wealth Solutions may only transact business in those states in which it maintains a notice filing, or qualifies for an exemption or exclusion from registration requirements. Yeisley Tax Solutions, Inc. provides tax preparation services. Our companies are headquartered in Wichita, Kansas and all companies are advertised to the public collectively as Yeisley Financial Group.
Information contained herein is believed to be accurate and reliable and is provided for informational purposes only. It is not intended to provide individualized investment, insurance, tax, accounting or legal advice and no specific recommendations are being made. Seek the advice of a qualified tax, legal and financial professional about your personal situation before making any investment decision. Any reference to a guarantee is dependent on the financial strength and claims paying ability of the issuing insurance company. Not FDIC insured. Investments can and do lose money. Nothing contained in this communication shall be construed or interpreted as an offer to buy or sell securities and no specific product, service or company is being solicited.
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