Skip to main content

  • Client Access
  • Home
  • About
  • Education
  • Events
  • Contact

    You are here

  1. Home
  2. Risk Management

Risk Management

risk website1.jpg

Insurance can play an important role in retirement.  What if you die early?  Do you need life Insurance?  We believe some people can be self-insured.  No one wants to have any unnecessary expenses in retirement.

What if you live too long?  Have you considered the raising cost of inflation and how the purchasing power of your money can erode

What if you go into a nursing home or just need nursing care?  Are you self insured or do you need long term care insurance?  How will this cost impact your spouse financially?

What if the market drops?  What is the impact on your financial plan.

There are many risks in retirement.  Have you stress tested your retirement plan to see how these risks would impact your financial plan?

 

LWA 70 Things You Should Expect From Your Advisor

Get PDF

LWA 401k Survival Guide

Get PDF

LWA Understanding Your Retirement Reality

Get PDF

 

 

Contact Us


We would love the opportunity to become your trusted advisor.

Get to know us

Phone: (314) 641-1010

Email: kevin@whenretirementhappens.com

14500 S. Outer 40, Ste. 200, Town and Country, Missouri 63017

Get Directions

 

  • Sitemap
  • Legal, privacy, copyright and trademark information

Securities offered through First Allied Securities, Inc., member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.  We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States.  Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration

Online Privacy Policy | Important Disclosures | Business Continuity | Privacy Promise

© 2021 Legacy Wealth Advisor. All rights reserved.

Website Design For Financial Services Professionals