About Lifestyle Income Strategies
We take great pride in the quality of service that we provide to our clients. We know our clients and we know our business of insurance and financial planning. Our clients have the peace of mind that comes with knowing we can help them regardless of how big, small, unique, or specific their financial needs may be.
We focus on assisting our clients with their saving and income planning goals and then we tie it all together with a comprehensive retirement assessment. The assessment becomes a blueprint for our clients and our team members to construct a step-by-step plan to achieve their retirement goals. The outcome is a living Comprehensive Retirement Plan and serves to guide all future decisions knowing we have every aspect of our client’s lives covered.
Five Key Retirement Risks We Help You Manage
At LIS, we understand the effect risk can have on a portfolio. There is almost always some type of risk associated with any investment and even some of the “safer” products as well. Controlling risk is the key component to successfully managing your retirement savings. Protecting and growing your funds safely is our primary focus along with implementing a risk management strategy to eliminate or mitigate your risk to an acceptable level. The following table outlines the five key risks we always analyze with each client. Let us help you create a risk management strategy and protect your retirement funds.
“If you can control or eliminate risk in your portfolio, you can better weather a financial storm and enjoy a quality retirement with more savings.” -- Quote from Micheal Holt, Founding Partner at LIS
Thanks for taking the time to learn more about our firm. Please feel free to contact us any time
to discuss how we can be of assistance to you and your family. We'll always be ready to listen to your needs and concerns and provide solutions to protect and enhance your lifestyle.
333 City Blvd. West
Orange, CA 92868
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