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Investments

Remember, time may no longer be on your side. Investment risk management should be your No. 1 concern when entering retirement. Your mindset should no longer be "growth at all costs." Too often retirees carry too much risk on assets that should be protected. Failing to make the fundamental "risk shift" can be a common mistake.

Investment advisory services offered through Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.

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  • Institutional Asset Managers
  • Managed Portfolios
  • Managed Alternative Investments
  • Managed Mutual Funds
  • Managed Stocks
  • Managed Bonds

 

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What is your strategy?

Call us today to meet with a financial advisor to discuss the goals, strategies, and objectives needed to create your financial plan. Contact us at 1-866-417-4156 or email us at info@wasmithfinancial.com today!

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