Did you know that 81% of Americans have no idea how much money they will need to financially survive retirement? The goal of the Armstrong Advisory Group is to lower that number by equipping investors with the information and tools needed to make sound investment decisions today in order to enjoy a financially secure retirement in the future. The core of our service is the development of a comprehensive retirement plan.
It all starts with a complimentary, no-obligation financial review with a member of our advisory team. Each advisor starts the process of formulating a retirement plan by ascertaining your existing financial strategy. We take a cursory look at your current financial situation and discuss your specific retirement objectives. We also explore key items such as your retirement income needs, risk tolerance, and current portfolio management fees. In addition, we identify whether you invest in a tax-efficient manner.
If your strategy requires revisions, we invite you to meet with your prospective advisor for a second complimentary, no-obligation meeting. During this meeting, the advisor presents a detailed investment recommendation in writing, which is yours to keep at no charge. The document outlines a proposed strategy that aligns with your risk tolerance and investment objectives. In addition, the advisor will discuss ways to meet your retirement income needs and look at how long your money is likely to last.
Retirement is full of potential financial pitfalls. That is why it is so important for you to have a plan designed with the goal of helping you and your family weather life’s storms. Peace of mind is priceless, which is why we invite you to let the Armstrong Advisory Group’s team of attentive and experienced professionals shoulder the burden of managing your financial assets while you enjoy the retirement you deserve.
If you have questions about your existing retirement plan or need to formulate one, schedule your complimentary, no-obligation initial consultation with a member of our advisory team today by calling (800) 393-4001 or filling out the form on this page.