While we feel this communication is somewhat lengthy, we felt it important to send out a message that covers several topics as we encounter and work through these never before encountered circumstances.
In times of uncertainty and volatility, and in times of seemingly unstoppable growth, our message remains the same: planning is essential to long term success, especially in retirement.
We build the foundation of our plans on guaranteed income, particularly for times when it seems the market is out of control and unpredictable (which seems like more often than not). When we use managed portfolios for market money, we build them to your unique risk tolerance and utilize money managers, like our strategic partner Sterling Capital, to further help mitigate volatility risk. We even have portfolios that are designed to help thrive in volatility with our Milliman strategy.
If you have questions know we are here to assist. Depending on your unique situation, this may be a great time to move volatile assets to safety, to put sidelined cash to work, and to stick with the plan!
We offer a complimentary 2nd opinion of your current plan, or if you’ve never taken the step to create a plan, now may be the time to start.
If you would like our team to assess your individual situation, please do not hesitate to reach out to the office for a review of your portfolio and discussion regarding what we could potentially do to help protect you better during these times of uncertainty. Please call us at 913-685-9422 or email us at firstname.lastname@example.org and we will get you on the calendar!
Not only is planning responsibly of the utmost importance to us at RSG, so is running our business responsibly. Due to the COVID-19 situation, we have implemented a few things to be sure we are doing our part to prevent the spread and make our office environment one that our client family feels comfortable visiting.
Moving forward, our usual handshakes will be on brief hiatus. We would gladly “air five” (or ten) you should you so desire- ????. While we have always thoroughly cleaned each conference room following a client visit, we are implementing a few additional steps to help strengthen our commitment to providing a safe environment. Above the normal cleaning, we will be disinfecting office areas between visits in detail and taking additional pre-cautions with areas and items that come in to contact with multiple users (common areas, restrooms, door handles, remote controls, keyboards, etc.). Our team members have been instructed to wash their hands frequently and follow with the use of hand sanitizer. Any team members who present any symptoms of COVID-19 will be sent home and not allowed to return to work until they are symptom free and/or seen by a medical professional and cleared to return to work should they be diagnosed with COVID-19. Team members living with someone who has symptoms of COVID-19 will also not be allowed to work until that person is symptom free and/or cleared by a medical professional.
In regard to our clients, visitors and vendors, we highly encourage any clients/visitors with symptoms of COVID-19, or living with anyone who exhibits symptoms of COVID-19, to conduct business via telephone rather than coming in to the office. We are also encouraging visitors to wash hands frequently. And last but not least, in addition to these common sense precautions, we will be staying up to date on the situation through the use of reliable sources of information such as the CDC.
We hope you deem this communication and information useful and valuable and we will keep you informed should anything change in the future.
Sincerely and Thoughtfully,
Alan and the Team at Retirement Solutions Group
We are an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retirement Solutions Group are not affiliated companies. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
It is important that you do not use email to request, authorize or effect the purchase or sale of any security, to send fund transfer instructions, or to effect any other transactions. Any such request, orders, or instructions that you send will not be accepted and will not be processed. The text of this communication is confidential, and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. 557912