PRESERVE: At Wealth Preservation Planners we specialize in protecting retirement assets from market loss. Remember that retirement is 20 to 40 years of unemployment. We strongly feel you and your loved ones should enjoy an economic proof income. We want to insure that you don’t have termites in your 401k/IRA plan. You see if you have a termite infestation in your retirement plan your principle and any gains are eaten away bit by bit by management fees not to mention stock market losses that could collapse your nest egg.
PROTECT: We protect retirees and baby boomers from themselves. It is not uncommon that we see more and more baby boomers/retirees managing their own portfolios today. Many retirees get frustrated because they do not know when to sell and they loose money in the market. We at Wealth Preservation Planners help retirees stop the insanity of doing the same thing over and over again thus getting the same results. Many retirees tell us after market loses that their computer burned all their retirement funds up because they are day trading and click the mouse at the wrong time. We also believe at Wealth Preservation Planners that when your broker tells you that is just a ” Paper Loss”, one should ask ” What Color Is The Paper ?”
INSURE THE WHAT IF: Lastly, if you are approaching retirement or already retired lets talk about a Health Event after age 65. There is better than a 40% chance that you will have a Health Event after age 65. 75% of people pay cash for this Health Event. Also there is a 50 % chance you will have a Medical Bankruptcy after age 65. If you are unsure about what to do or where you are going to get the cash or extra income,Wealth Preservation Planners can show you.