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Charles Schwab recently did a survey asking invest Charles Schwab recently did a survey asking investors how they’re feeling about retirement. Let’s just say the results weren’t too pretty. Just 37% of people thought they were very likely to achieve their retirement goals. Yikes. And two things are scaring investors the most: Inflation and volatility. 62% of investors think inflation is an obstacle to a comfy retirement, while 42% say the same thing about the stock market. Those numbers are up big from last year. And while it’s not fun to see people stressing about their Golden Years, our Redefining Wealth Process ℠ was designed to provide a framework to address all these risks & concerns. Without a process, it's impossible to have a design & plan. Many people have pitfalls that they are not even aware of. They have bought products with no purpose. What do you think the biggest barriers to a successful retirement will be? When you think about investing your money, what kind of worries creep up? How confident are you feeling about your financial future? https://buff.ly/451qHd8
Stop taking directions from people who don't get w Stop taking directions from people who don't get where you're going. I learned long ago to separate from those who do not meld with your vision and who do not perform at a high enough standard. We work hard for the best financial planning team. With a team, we combine experts to create custom plans through our proprietary redefining wealth planning process.
According to a recent study from Bankrate, over 𝐇𝐀𝐋𝐅 𝐨𝐟 𝐚𝐥𝐥 𝐀𝐦𝐞𝐫𝐢𝐜𝐚𝐧𝐬 are behind on their retirement savings. 🤯 35% said they were "𝐬𝐢𝐠𝐧𝐢𝐟𝐢𝐜𝐚𝐧𝐭𝐥𝐲 𝐛𝐞𝐡𝐢𝐧𝐝" on their savings compared to the previous year, while 20% felt themselves "𝐬𝐨𝐦𝐞𝐰𝐡𝐚𝐭 𝐛𝐞𝐡𝐢𝐧𝐝". There is a multitude of factors contributing to this, but the most glaring is the 𝐬𝐤𝐲𝐫𝐨𝐜𝐤𝐞𝐭𝐢𝐧𝐠 𝐢𝐧𝐟𝐥𝐚𝐭𝐢𝐨𝐧 𝐫𝐚𝐭𝐞. 🚀 Luckily for our clientele, they know they could stay on track because their money is designed to 𝗴𝗿𝗼𝘄 𝗮𝗻𝗱 𝗸𝗲𝗲𝗽 𝗽𝗮𝗰𝗲 𝘄𝗶𝘁𝗵 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻, and have the right segmentation to avoid undesired market risk. If you'd like to meet with our team and prepare your financial portfolio for what the future may have in store for us, https://buff.ly/451qHd8 to schedule a visit with the team! ✅
Watch out for the 3 P’s Proprietary Product Pedd Watch out for the 3 P’s Proprietary Product Peddler’s Typically with insurance-only brokers, there's always a chance that some insurance agents might be sales-driven. This means that they may be offering you insurance products and services aimed at closing a sale for a company. So, they might not have your best intentions in mind. The product of proprietary could have higher embedded fees as well. Find a Fiduciary Fully licensed insurance, securities, as well as designations. They should have a minimum of 10+ years experience. Most importantly, someone who utilizes a process to determine a proper income and growth plan that covers the various risks you will face in retirement.
Is this what they call a financial pinch? The co Is this what they call a financial pinch? The combined cost of a 30-year fixed-rate mortgage and a gallon of gas has skyrocketed to a 20-year high, says Bespoke Investment Group. It’s a trend that started in March 2021, began surging in 2022, and has just recently peaked as of last week. ↔️ The Bottom Line It’s a mixed bag for Americans at the moment. With two of the biggest consumer pain points at 20+ year highs, the pressure is mounting. Why pay attention to all this? Because you need an income plan. Our proprietary Redefining Wealth Process puts a solid income plan in place for our clients. It's not about how much you have but how much you keep. If you want to learn more click the link to schedule a 15-minute strategy session. I speak to you personally. https://buff.ly/451qHd8
A big fear of mine when hosting these events is th A big fear of mine when hosting these events is that no one will show up to see you, or even care about what you’re going to say… But I never let myself get stopped by the thought of “fear.” I know we do things differently from anyone else out there. I know what is said is a different perspective than anyone else because it is our research & processes. That's why more and more people do come out. The happiness I felt in my heart as soon as I walked out and saw hundreds of people so happy from the value they received. I received messages the day after with appreciation. It may be a lot of work, but I take great pride & joy knowing how much we truly help people. For me, that’s when I knew that all the fear I had was all in my head. Never let fear stop you from achieving your goals and creating a life you have always wanted for yourself.
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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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