Wealth Preservation

You’ve spent 30 to 40 years building your retirement savings—now it’s time to protect it. As you enter the critical window of the five years before and the first five years into retirement, preserving your wealth becomes more important than ever. This period is often referred to as the “retirement danger zone” because a single market downturn during this time can have a devastating impact on your financial future. What took decades to build can be significantly diminished in a matter of months, and at this stage in life, there’s often not enough time to recover from large losses. That’s why it’s essential to shift focus from aggressive growth to wealth preservation strategies—protecting your nest egg from unnecessary risk and market volatility. By reducing exposure to loss and ensuring more predictable outcomes, you can avoid letting one bad market year undo a lifetime of hard work. Let’s defend what you’ve built, so it can provide the lifetime income and peace of mind you deserve in retirement.