Services:
Wealth Management
What Is Wealth Management?
Wealth management is the phrase we use to describe how we help our clients stay on track with their retirement finances. We don’t just offer you a product or investment and walk away. Instead, we meet with clients regularly to review their strategy and ensure they remain protected. Furthermore, we ensure that the options we give you are not only appropriate for you, but the best fit for you we can find. We can help you create a balance between investing in the stock market and keeping your savings in “safe money” options.
Active vs. Passive
Money Management
“Active” money management is different from “passive” management. If your investments are managed passively, it implies no one is monitoring and keeping track of them. This may function well over time. However, it carries significant risk. Active money management, on the other hand, entails having a financial advisor advising you on how to invest so that you can avoid losses and achieve more success in the long term.
We Can Help
Given the multitude of options available in retirement, it might be overwhelming. Fortunately, it doesn’t have to be. Attend one of our no-cost educational seminars or meet with us individually. We can answer your questions and support you through retirement. We can discuss topics like:
- Your risk tolerance
- Retirement strategies to last you for the long term
- Rollover options for 401(k)s, IRAs, and more
- RMD (Required Minimum Distribution) info
- Tax-deferred and potentially tax-free income options
- Guaranteed* income for life
- Matching your strategy to your goals
- And more!
Meet With Us
At Evergreen Team Insurance Marketing, we can help you stay on track with your wealth management. Reach out to us today to schedule your one-on-one appointment or sign up to attend one of our upcoming educational seminar events.