Together we can take the guesswork out of your financial future. The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Hands On Investment
Or if you're looking for a more hands on approach to investing, we provide accountable retirement, tax and estate planning, which we pair with clear and constant personal contact. Our team believes in diversification, along with developing sensible, conservative long-term asset allocation strategies.
We work side-by-side with clients to build complete financial plans, giving them peace of mind as they transition toward retirement.
Personalized Investment Strategy
A sound financial plan takes all of life’s transitions into consideration. Whether you are thinking about retiring or already in retirement, you need a sound plan to ensure the safety of your investments. Our goal at Prostatis Financial Advisors Group is to help our clients implement an investment strategy that allows them to maintain their lifestyle throughout retirement, providing an income they will never outlive.
We review your retirement plan to ensure that the portfolio is adequately diversified to provide the best opportunity for success while exposing you to the least amount of risk necessary to accomplish your financial goals.
If you're looking for a hands on approach to help guide you through retirement, let's get started.
Align Your Portfolio
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Meet Your Retirement Goals
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.
If you're looking for a less hands on approach to retirement, we can help you with that. Let's get started.
Prostatis Group, LLC. Is a Registered Investment Adviser.
Securities offered through TCM Securities, Inc., Member FINRA/SIPC.