Although the risk can be greater in the stock market, you may be able to grow your assets faster than in a bank or insurance product. We can provide a third party brokerage analysis to analyze the risk you are now currently taking. If your current portfolio has mutual funds, which are made up of many individual stocks, it can be difficult to see what you are truly invested in.
Another analysis we provide our clients can show you what would happen to your portfolio if different events occurred. With over 40 different scenarios to stress test your current portfolio we can make recommendations that may suit your risk profile better.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Kevin@KPCFS.us or call us at 469-444-3900 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit 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.