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Home » Financial Services » Wealth Accumulation

Wealth Accumulation

When it comes to wealth accumulation investing, time is your ally. The more time you spend investing, the higher the amount of compounded interest will be applied to your money. If you’ve experienced financial losses in the past few years and still haven’t been able to fully recover, you may need to consider an allocation that is more aggressive. This will help you get back on track and continue accumulating wealth.


When investing, remember to consider stock market fluctuations. A retirement strategy that’s more conservative will usually have merely a portion of assets actually invested in the stock market. Considering this, certain allocations can be used for investments that are more secure* and conservative, such as annuities. Annuities are specifically designed to produce income during retirement that will supplement any saved assets. Their minimum guarantees are provided by the ability of the insurance company that issues them. Now, if a future market correction occurs, you’ll be on more stable financial ground with your investments.

*Annuity guarantees depend on the ability and strength of the issuing carrier.

 


In addition, we can refer you to professionals who provide the following services:

 

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For additional information on your financial strategy, call or email us today at 800.687.6768 and info@commonsenseretirementplanning.com.

To provide you with the best financial planning experience, we may offer you information on different investment and insurance products.

Be aware that no investment advisor will offer legal and tax advice, and no information given should be constituted as such. For that form of consultation, please contact an appropriate tax or legal professional.

 

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Securities offered through Capital Investment Group, Inc. Member FINRA/SIPC. Address: 100 E. Six Forks Road, Ste. 200, Raleigh NC 27609 Phone: 919.831.2370

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.