Peak American helps you capture market gains while also limiting exposure to the downside
Create a personalized strategy based on your risk profile and retirement goals
Capture market gains while limiting exposure to the downside of investing
Implement strategies that manage or minimize risk in your portfolio
Peak American helps you capture market gains while also limiting exposure to the downside
Create a personalized strategy based on your risk profile and retirement goals
Capture market gains while limiting exposure to the downside of investing
Implement strategies that manage or minimize risk in your portfolio
As people near retirement age, you should not continue to risk the volatility & losses that come from having your life’s savings “in the market.” History teaches us that it takes 10-12 years for the market to recover from a severe recession.
What happens if there is another 30% – 50% (or more) correction or even a crash? Can you afford to wait for the recovery? What if you need access to your funds while the market is down?
Going back to work or relying only on social security is not the answer for most Americans. In fact, according to the Social Security Administration, the program is exclusively designed to replace about 40% of pre-retirement income for “average earners.” That means the majority of your income must come from other means.
If you don’t have enough to meet those needs, you may have to rely on going back to work, and no one wants to do that.
Peak American provides our clients with peace of mind that they have the proper balance of market exposure and guaranteed income based on their retirement goals and needs.
Peak American addresses this problem with the solutions you need to have access to funds on the upside of the market without exposure to the downside. When the market goes up, you can use some of those gains for your immediate needs. When the market goes down, you are protected against losses. Your principal and all credited interest are always 100% safe from market volatility!
And what if you don’t need those funds and want to pass them to your heirs? We have solutions that will allow them to pass the money pass on, income tax-free.
Contact Peak American today to find out how you can protect your assets from risk while leaving money to your heir’s tax-free.
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