Replace uncertainty with purpose by choosing from financial plans with multiple portfolios showing your goals being directly pursued and why each position supports you.  

Portfolios are built to be living active things that will interact with the changing world around them, staying focused in areas that are the most reliable over multi-year horizons.  Strategy options vary but can include dampening market returns to lower your risk of loss with a slower smoother growth path, or I can amplify market performance slightly if you have decades till you need to withdraw if you’re focused on growth, among many others.

When retirement arrives we will design portfolios to have at least your next 5 years of withdrawals safe from stock market declines.  

Using stock market returns from 1926 until 2020 as a guide you can understand what reasonable probabilities of losses and gains will be.  From that, we build portfolios to weather storms and take advantage of growth that comes after the rain.  Well designed plans don’t just prepare for catastrophe but are there to enjoy prosperity.