Best Press Advisory Roseville Near Me

4worldlovers:
As a firm known for “telling it to you straight,” here’s why retirement planning is important. First, we believe that if you fail to plan, then you plan to fail. Of course, we want you to have success, especially when it comes to your money. That’s why we focus first on helping our clients protect their assets. Secondly, we have a fiduciary duty to put our client’s needs first. That’s not just something we say; it’s something we do. In addition, we believe in providing clients service with a smile every day.


Here are some ways we help retirees feel confident about their financial future:

Strategies for protecting your assets (even if the stock market goes down)

Let Us Show You Why Retirement Planning Is Important for Your Future

It starts with a strategy. Is it possible to protect your retirement money from market challenges? Can you still get a reasonable rate of return if you have an annuity contract? Have you thought about tax implications of your current plan? In fact, we can help you with these questions and more. Call us today or register to learn more at one of our upcoming educations events.

Money in the market, while you're still working, is one thing. But, once you're near (or in) retirement, priorities shift. Thankfully, there are options to help you protect your hard-earned money. Also, these options may also provide you a potential reasonable rate of return. You deserve to move your money to where you feel most comfortable. To help you discover options, we offer no-obligation educational events (both online and in-person). Also, we have private one-on-one appointments available to help answer your financial planning and retirement questions. Let's work together to protect your money and your long-term plans.

Doug Clancy (our founder) will be the first one to tell you that he's "not a sales guy." Trained as a math teacher and computer engineer, Doug's approach is direct, straight-forward, and honest. After learning about the industry and seeing how many misconceptions existed around personal finances, Doug set out to educate as many people as he could. In addition to educational seminars and webinars, Doug also wrote a book. "Protection with Power - What Financial Professionals May Not Want You To Know" helps people learn more about protecting their retirement in an easy-to-read format.

One main focus we have is to make sure clients are aware of strategies that can keep their principal safe, based on the claims protection ability of an insurance company. If you have all your money in the market, obviously, you'll experience many ups and downs. This risk to principal may be ok while you're still working. However, as retirement arrives, you may want to reduce your risk. For instance, you may want some of your retirement savings to have protections from challenges in the market. Protection of your principal can be a part of a long-term retirement plan.

Cornerstone Wealth and Tax Advisory Group offer several in-person and online events throughout the year to educate our community. Your future depends on the knowledge you have and the decisions you make. So, get informed while you enjoy a no obligation meal (or, meal gift certificate if you join us online).

During our education sessions, we go over money protection strategies, ways to get a reasonable rate of return, and how to leave a legacy. In addition, we cover various retirement-related topics such as taxes, RMDs, tax-deferred income strategies, social security and Medicare information, and more. These sessions have limited availability so call us today to save your spot for our next event.