At Alpha Beta Gamma Wealth Management, we have been helping clients for decades, and we’ve worked through Black Monday, the dot com bubble, the housing market crash of 2008, as well as many other times in recent history when markets went sideways. That’s why our approach is always to hedge against the many financial risks you face as you get closer to retirement or are already retired, including market risk.
In addition to managing wealth in a way that helps us move your money to safer accounts in challenging economic times, we also have specific strategies we use to help make sure Baby Boomers and retirees have the reliable retirement income they need, no matter how long they live.
In each case, we consider the individual circumstances, timelines, goals and risk appetite of each client in order to develop tailored, custom plans and portfolio designs. We help address risks like longevity (the risk of outliving your money), inflation (the risk of your money losing its buying power), sequence of returns risk (withdrawing money during downturns in a way that compounds losses) and, of course, market risk, when the stock market is volatile and equities can lose value.
We created the video below to give an overview of our approach to retirement planning. Please watch it, share it, or simply call us in Palm Beach Gardens, Florida at (866) 837-0999 to discuss your concerns.
Click to watch video: https://www.youtube.com/watch?v=cBJZC3HStJg
Curious about what your appetite for risk is? Take this short quiz to learn your risk number.