To achieve a financially sound retirement
consistent and prudent action
in retirement savings and investment.
Save Aggressively Invest Conservatively
SAVINGS. The key to successful retirement financing is income-based savings: to set aside money from your paycheck – from your income – every time you receive it. The easiest way to ensure you have money for retirement is to create the habit that automatically pays your retirement fund first. Take full advantage of company matching programs to MaxOut your savings. Sure, retirement may be years away, but the sooner you start to save, the longer your money has to grow. “Catching up” is much more difficult than putting away a few extra dollars now.
INVESTMENT. Conservative returns on low- to moderate-risk investments are the winning formula for securing your golden years. No high-risk schemes – just disciplined action and cautious investment. The American dream of “work hard and retire comfortably” is alive and thriving at MaxOut Savings Advisors, and it can work for you.
Team up with a Professional Advisor. Many 401(k)s are managed in-house by the companies that offer them, but at retirement, full control – and management – reverts to the investor. Over the last 30 years, individual investors have significantly underperformed the market (individuals at 3.69% returns; S&P 500 at 11.11% returns). (Source: DALBAR 2014 Quantitative Analysis of Investor Behavior – QAIB)
This is too important to go it alone.
You need a financial advisor on your side.
MaxOut Savings Advisors wants to be your retirement financial advisor. We make investment decisions for you – so you can enjoy your retirement. We are direct investors in stocks and bonds, with over a quarter of a century of successful account management experience. The MaxOut Savings Advisors Team will manage your 401(k) Rollovers, trusts, taxable accounts, and Investment Retirement Accounts (IRAs) using our value investment approach.
By Ted Geoca