Wealth-Building Cornerstones

{2 minutes to read}  Today I want to talk about a new program that we are using called Wealth-Building Cornerstones. The philosophy of the program is to maximize people’s retirement income by utilizing two economic powers: investment planning and actuarial science.

If you are in a position where you are missing one of these economic powers, your ability to generate maximum and guaranteed retirement income may be compromised. By combining products that involve actuarial science along with investments, you will be able to potentially have the optimal balance at retirement. 

As some investments allow people to keep pace with inflation and accumulate wealth, products that are based upon actuarial science, such as annuities and life insurance, help with the distribution. The combination provides a very strong and compelling result, providing our clients with a higher guaranteed income which will never run out and also, the benefit of knowing that a higher percentage of their income is guaranteed against market fluctuation. As people are living longer and longer, these guarantees are most important.

If you’d like to learn more about how this program can help you get the most out of your retirement, give us a call (631-262-9254) or send us an email (Michael@SWANWealth.com). We’ll walk you through the process of how our Wealth-Building Cornerstones program can help you with your retirement planning.

Registered Representative offering Securities through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services are offered through G&G Planning Concepts, Inc. which is not affiliated with APFS.  Strategic Wealth Advisors Network and Gassman Financial Group are not affiliated with APFS.

Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

This material is for informational purposes only. Neither APFS nor its Representatives provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions. American Portfolios Financial Services, Inc.(APFS) and American Portfolios Advisors, Inc.(APA) are not affiliated with any other named business entities mentioned.