Getting (and Keeping) Your Financial House in Order

Holistic planning for retirement at Eric Scott Financial starts with a firm foundation of fixed income assets which shift the risk of financial loss away from the retiree and over to FDIC-insured banks or highly-rated insurance companies. Having protection you can count on is important, as is having dependable retirement income.

The outside walls of the financial house are supported by tax planning and legacy planning. And a system designed to be low-risk and low-volatility in order to help combat the costs of inflation is built into the interior structure.* Finally, the roof includes moderate-risk investments designed to provide inflation protection as well as income further into the future of your retirement years.

 

Ask us to explain more, and let’s check the strength of your financial house! Call Eric Scott Financial at 435.773.9444.

 

 

* Your investment advisor may recommend third-party money managers who utilize investment strategies designed to minimize portfolio volatility and reduce the risk of declines in account values. Like any other investment strategy, this approach entails risks, including the risk that client accounts can still lose value and the risk that a defensive position may, at any given point in time, prevent client accounts from appreciating in value.
Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Eric Scott Financial. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.