PLANNING FOR RETIREMENT REQUIRES INVESTING FOR THE LONG RUN.
ONCE RETIRED, YOU DON’T WANT TO LOSE WHAT YOU’VE WORKED SO HARD FOR.
BUT MARKET DECLINES WILL HAPPEN, AND RECOVERY CAN TAKE YEARS.
WE BELIEVE OUR UNIQUE STRATEGY PROTECTS YOUR INVESTMENTS BY CAPTURING MORE OF THE MARKET’S GAINS, AND LESS OF ITS LOSSES.
At Shrier Associates, we are focused on the long-term financial goals of our clients, rather than short-term gains or the latest hot stocks and mutual funds. We have over three decades of experience in helping individuals and families preserve and grow their assets, increase income, reduce tax liability, and help ensure that their money lasts their lifetime or even longer.
ARE YOU PREPARED TO FINANCE A LONG LIFE AND RISKS OF INVESTING?
Most people are not aware that the S&P 500 has had drawdowns of over 50%. Drawdown is the negative return after an investment hits a high point. We have developed a unique "Financial Risk Report" that was created to help you understand the "real" risks associated with investing in the stock market. It is only after you understand the risks of particular investments can you determine if they are a good fit to help you grow and protect your assets. After completing the assessment and seeing your results, we are here to discuss your outcome and help you readjust your plan accordingly if necessary.
OUR UNIQUE STRATEGY
- By capturing most market gains, but a smaller portion of market losses, we can often outperform more tradiitonal equity strategies, which feel ALL movements in the market - whether that is up or down
- Avoiding Significant Market Losses, simply put, is the best strategy to preserve assets for your retirement.
WHY WORK WITH US
- WEALTH PLANNING & INVESTMENT PORTFOLIOS DESIGNED FOR YOUR SPECIFIC RETIREMENT TIMELINE: We don’t force clients into investments that may not fit their retirement timeline; instead, we develop a unique plan for each of our clients.
- AVOID UNNECESSARY RISK: We avoid unnecessary investment risk and therefore limit substantial losses associated with that risk.
- INDEPENDENT ADVICE We are 100% focused on our clients’ needs, and truly believe that your investment and financial plan should revolve around you. We have a fiduciary responsibility to always place your interests ahead of our own.
SOLVING THE PROBLEMS OF TODAY’S INVESTOR
Reality is, we are facing longer retirements, lower guaranteed incomes, and a higher cost of living than ever before. Our philosophy is to avoid unnecessary investment risk and provide a higher safe withdrawal rate at retirement, providing you with confidence you need to live your life now and achieve your long-term goals.