Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with a simple online brokerage account? There are many reasons to trust a professional - read on to find out whether it’s worth it to go with the pros.
As fiduciaries, not brokers, the Help To Retire Group manages portfolios based on risk tolerance.
When Long-Term Care insurance is NOT available, or is approaching its limits for coverage, it's important to look at planning for the next steps in long-term care needs - such as Home Care, an Assisted Living Facility, and/or admission to a Nursing Home.
Planning how much you will need to maintain your Ideal Retirement Lifestyle and where that money will come from requires forethought. Hoping the portfolio will not suffer major drawdowns as you take monthly income to support your dream retirement is NOT a plan. We organize assets and income streams that minimize damage during stock market drawdowns.