Retirement Planning

By: Ambassador Wealth Management, LLC  07/03/2014
Keywords: Financial Advisor, Retirement Planning, Retirement Planner

Retirement Planning – One of the biggest risks in retirement planning today is, not losing one’s assets, it is out living them. With proper planning Ambassador Wealth Management can help guide you to—and through a lengthy retirement. • IRAs – for individuals and couples • 401(k) plans – for small and mid-sized companies • SEPs – for self-employed persons • Pension/Profit sharing plans for professional corporations and sole practitioners

Keywords: Financial Advisor, Qualified Retirement Accounts, Registered Broker Dealer, Retirement Planner, Retirement Planning

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Wealth Management

What We Do as Financial Advisors: 1. Set investment performance objectives and meet to discuss progress 2. Implement strategies to protect investments from downside risk 3. Disclose fees in an open conversation 4. Create a financial plan and keep it current 5. Keep current with technology for access and reporting 6. Coordinate and organize financial documents 7. Provide insurance solutions when applicable