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A little early sneak peek at some exciting upcomin A little early sneak peek at some exciting upcoming happenings. Many people look at things a little differently if they are nearing or in retirement. It’s all about income and having a framework in place of balance between risks that can impact retirement. From unexpected layoffs to high inflation costs, cash flow and expense management are more important than ever. Mitigating risk and segmentation of assets is key. This is true diversification. A starting withdrawal rate of 3.8% is “safe” in Morningstar’s model over a 30-year time horizon, meaning it brings a 90% likelihood of not running out of funds. A declining portfolio and withdrawing too much in the early years of retirement can create a negative sequence of return. Note these dates and watch to RSVP. •📌𝐌𝐚𝐫𝐜𝐡 𝟐𝟑𝐫𝐝 & 𝐌𝐚𝐫𝐜𝐡 𝟐𝟖𝐭𝐡 - 🅽🅰︎🆅🅸🅶🅰︎🆃🅸🅽🅶 🆁🅴🆃🅸🆁🅴🅼🅴🅽🆃 🆆🅾︎🆁🅺🆂🅷🅾︎🅿︎ 🆂🅴🆁🅸🅴🆂 𝑶𝒑𝒆𝒏 𝒕𝒐 𝒕𝒉𝒆 𝒑𝒖𝒃𝒍𝒊𝒄. • 𝐌𝐚𝐫𝐜𝐡 𝟗𝐭𝐡 𝐚𝐭 𝐍𝐨𝐨𝐧-𝐖𝐞𝐛𝐢𝐧𝐚𝐫 📉Bear Market have you worried? 𝟏𝐬𝐭 𝐐𝐮𝐚𝐫𝐭𝐞𝐫 𝐌𝐚𝐫𝐤𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞. •📌The Investors Forum-𝐅𝐥𝐚𝐠𝐬𝐡𝐢𝐩 𝐂𝐥𝐢𝐞𝐧𝐭 𝐄𝐯𝐞𝐧𝐭 𝐀𝐩𝐫𝐢𝐥 𝟐𝟏𝐬𝐭 5:00 P.M Dinner 8:00 P.M 𝐀𝐥𝐥 𝐄𝐯𝐞𝐧𝐭𝐬 -𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧𝐬 will be 𝐫𝐞𝐪𝐮𝐢𝐫𝐞𝐝.
Today is "Love Your Pet Day". At LS Wealth, we lov Today is "Love Your Pet Day". At LS Wealth, we love our fur babies. Our Operations Specialist Natalie has her hands full with 𝙇𝙊𝙆𝙄. He is a 6-year-old rambunctious Aussiedoodle. 𝑯𝒆 𝒊𝒔 𝒗𝒆𝒓𝒚 𝒎𝒖𝒄𝒉 𝒂 𝒎𝒐𝒎𝒎𝒊𝒆𝒔 𝒃𝒐𝒚. When Natalie isn't busy with LS Clients, she and Loki enjoy going on walks and snuggling. Loki always loves chewing on a good bone.
Valentine’s ❤️ Day is our favorite day becau Valentine’s ❤️ Day is our favorite day because “Life is better when we’re going through it together” #Valentines Happy Valentine’s Day from LS Wealth
Have a beautiful Christmas 🎄 Day Have a beautiful Christmas 🎄 Day
Everything gets better when you BELIEVE that you d Everything gets better when you BELIEVE that you deserve better. ☝️ Our team takes great pride in exceeding your expectations.
Santa’s arrival & parade will begin at 6:00pm-8: Santa’s arrival & parade will begin at 6:00pm-8:00 Friday the 25th. We always enjoy Christmas on the square in downtown Bryan. Come out and enjoy.
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Bryan, Ohio 43506
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Defiance, Ohio 43512
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We are an independent wealth management firm helping individuals create retirement strategies using a variety of financial tools to custom suit their needs and objectives. Investment advisory services offered through Optivise Advisory Services LLC, an SEC Registered Investment Advisor. LS Wealth Management LLC ℠ is a separate entity. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions through LS Wealth Insurance division. By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Investing involves risk, including the potential loss of principal. No Investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer, only to fixed insurance products. They do not refer, in any way to securities or investment advisory services. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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