THE retirement concern

Do you really know if your retirement funds will last your lifetime?

A portfolio checkup will help with answering that question and the results may surprise you. They will definitely inform you and hopefully they should motivate you.

Carlson Wealth Management provides a complimentary Portfolio Checkup. It’s a calculation of both the potential risk and expected growth of your portfolio in real dollars and cents, and is arguably the most important thing you can do for your family.

It’s an easy three step process which is provided at no cost or obligation and no one will contact you unless you request it.  You will learn strategies which have the objective of helping to limit risk, but that may also increase opportunities for growth.  This can sometimes defy conventional thinking that reducing risk usually results in less potential for growth. This means less stress and the potential of having more of your money last more of your lifetime.

You can learn more in this short video.