Wealth Management
I've worked alongside my clients to see through their eyes and offer smart, proven strategies and solutions that help them reach their goals
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L Rodger Loomis Will Help You Reach Your Goals
Most advisers think that wealth management means the accumulation of assets. While that is a part of it, there are several other aspects just as important.
Plan For Growth
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Preserve Your Wealth
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Live Securely
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Savings
If an investor doesn't spend less than they make they won't be able to set aside income for investments. Advisers like to focus on return on investment but first there has to BE money to invest. Advisers often are afraid to tell clients they are not saving enough for fear of alienating the client.
Investing
There are many other assets to invest in besides equities and bonds. Some people start or buy businesses, farms, real estate and rental property. Others invest in their education in order to increase their income. Most people save for retirement through their 401k. This vehicle combines the best of both worlds. Saving this way is less painful because it's before taxes and done by payroll so they never see it. The investing is handled by the blackbox where the investor only has to pick a target date to retire and someone else does all the work.
Decumulation
Most people think when they retire that they reached the finish line but actually this is one of the most challenging aspects of wealth management.
First of all, you can't live on assets. You pay bills with cash. How do you convert your portfolio or business to income? How long will you live? What will the market do? Remember if most of your assets are in your 401k or IRA the IRS is your partner and will soon be looking for their share. Do you understand the risk of sequence of returns? A good adviser can save you a great deal of trouble and money.
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Free review of life, home or auto insurance coverage
