Asset Protection

Diversifying your retirement assets among a variety of insurance and investment products - depending on what is appropriate for your situation
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Asset Protection

Because the market does not provide security, you may want your financial strategies to include some fixed income products. For example, annuities are insurance products that can provide a source of supplemental, guaranteed income throughout your retirement.

In our experience, twenty-first century asset protection calls for more than just strategic asset allocation among a variety of conservative investments. Including insurance products like annuities in your retirement income strategy can help protect your money from declines due to market losses.

Diversifying your retirement assets among a variety of both insurance and investment products depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products may work best within your overall financial strategy.

Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by company. Annuities are not FDIC insured.

Your investment adviser is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

Strategies for Your Financial Future

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at jpapa@diversifiedplanningstrategies.com or call us at 973.226.6000 today!

Have Questions for John Papa?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Questions:

At Diversified Planning Strategies, we can offer you the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Accumulation

Asset Protection

Life Insurance

Retirement Income Strategies

Tax Reduction Strategies

Long-Term Care

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Can your portfolio handle the stress of retirement? - Your Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.

Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

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.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Diversified Planning Strategies, LLC is not endorsed by nor affiliated with these media outlets.

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