As we approach retirement, many individuals desire safety, security, principal protection and income features from their retirement assets and assets that allow us to sleep well at night and not worry about deterioration. We like to call safe money (GREEN money). Explore with us what% of your assets you desire to have in GREEN safety assets. Deposits include but are not limited to cash, money funds, CDs, fixed annuities, fixed index annuities and US Treasury securities. These GREEN money assets are sometimes utilized when strategizing during the INCOME phase of retirement.
Molotsky Tax Advisory Group, LLC
Our fee based registered investment advisory firm platform enables us to help guide you in a fidiciuary capacity. Client goals may include income, growth, value, balance, legacy planning, gifting, and many other objectives. Our objectives are to assure your overall portfolio is properly balanced between (RED) RISK money under management and SAFETY (GREEN) money. Each individual’s assets and risk tolerance are, of course, different. Proper balance and risk mitigation are keys to a successful retirement. As your financial advisor, we personally help you navigate through the various asset classes available and a portfolio that matches your overall tolerance for risk.