We Invest in You.
Our No. 1 priority: Guaranteeing you retirement income.
The reason 98% of our clients have stayed with us since our beginning in 2007 is we are 100% committed to working with you to develop a retirement strategy that will allow you to live the life you deserve.
It sounds simple but it takes work. And, most important, trust. The work part means we are always monitoring your investments and suggesting tweaks when warranted. As with any relationship, trust evolves out of success – something we are accustomed to at SMA.
Here are three reasons you’ll want to consider working with us as you plan for your retirement:
Principal-protected investment plans
Our experience – and expertise – helps us recommend investments that protect your principal and provide you with retirement income.
We know you’ve worked hard for your money, so we do not promote high-risk investments for a quick-score opportunity. Rather, we suggest safe plans with an eye on steady income and reasonable growth.
Once we implement an investment strategy we don’t disappear. We monitor your portfolio and suggest adjustments when necessary. We also like to schedule annual appointments to review your account and decide what if any changes need to be made.
If our thinking makes sense to you, give us a call today at 724-382-1298 and let’s meet to see if we can help your retirement portfolio grow.