Investment Consulting

Did you lose money in the two bear markets during the last decade?

Two questions can help you establish your risk comfort level:

First Question: How would your lifestyle change if you had a 30 to 50 percent GAIN in your investment portfolio?

Some people respond that they might spend or travel a little more or just feel more secure. Nothing will dramatically change.

Second Question: How would your lifestyle change if you had a 30 to 50 percent LOSS in your investment portfolio?

Some people respond that they would be devastated or have to move to a smaller home or drop a club membership or some other dramatic change. The loss has a dramatic change in their mindset and lifestyle.

This is the primary reason why affluent Americans are far more concerned with protecting what they accumulated rather than chasing a risky possible high rate of return.

Are you prepared or comfortable with the possibility of another major market sell-off? If you would like to learn what the true risk exposure is in your current investment portfolio and find out how that correlates with your personal risk comfort level, call Advanced Retirement Design, LLC today for a no-obligation 3-Step Review.

Has your current advisor discussed your risk comfort level recently?

Call 614.602.6506 or click to contact us today for more information!

IRA & 401(k) Rollover

When you change jobs or retire, there are four things you can do with the money in your employer-sponsored retirement plan:

  • Leave the money where it is
  • Take the cash (and pay income taxes and perhaps a 10 percent federal penalty tax if you are younger than age 59½ )
  • Transfer the money to another employer plan (if the plan allows)
  • Roll the money over into an IRA

Rolling over from one qualified plan to another qualified plan allows your money to continue growing tax-deferred until you receive distributions in retirement. We can help you determine if a rollover is the right move for you, and we can help find the best vehicle to help conserve and grow your rollover assets.

Call 614.602.6506 or click to contact us today for a no-obligation 3-Step Review and learn which option is right for you.

NEITHER ADVANCED RETIREMENT DESIGN NOR GLOBAL FINANCIAL PRIVATE CAPITAL MAY GIVE TAX, LEGAL OR ACCOUNTING ADVICE. INDIVIDUALS SHOULD CONSULT WITH A PROFESSIONAL SPECIALIZING IN THESE AREAS REGARDING THE APPLICABILITY OF THIS INFORMATION TO THEIR SITUATIONS.