Dynamic Strategies – Making Every Dollar Count
At Karp Financial Strategies, we believe the industry takes a generic approach to a very personal and important driver of your future. From the time you were born, your parents wanted you to be the best you could be and that continued throughout your working career, yet the investment industry wants you to be okay with “average returns.” When in life have we strived to be just average?
We define dynamic strategies as a financial plan that strives for excellence in helping you dream, plan and then pursue what you ultimately desire through:
- rement Income Flow:In retirement, income flow is key, yet the investment industry is still using a drawdown target of only 4% of your portfolio, each year, so as not to run out of money. Why not consider a good dividend strategy that might empower your portfolio to maintain its value while providing steady income flow? Our goal is that your money continues to be working for you, even in retirement.
- Proactive Management:By nature, retirement tends to make people a bit more conservative in their risk tolerance. A good investment manager should be paying attention to “disrupter” investments balanced with stable investments for optimizing returns. Apple, as an example, was a trend breaker when it first introduced cell phone technology to the markets. Would you have wanted to be late to that trend or missed it completely? Our proactive approach balances opportunity with stability keeping your goals and objectives at the center of our recommendations.
When it is time to roll over your 401(k), do you want it to just roll over, or work harder for you in how income flows to you in retirement? Do you want your investment manager spending more time looking for new clients or managing your investment portfolio? At Karp Financial, our reputation speaks for itself through referrals from satisfied clients because we stay focused on their portfolios versus chasing leads.
