Wealth Accumulation

If your risk tolerance and financial situation suggest, you may want to consider an aggressive asset allocation focused on accumulating wealth with at least a portion of your money.
← Back to Services

Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

Generally speaking, the longer you invest, the more potential your money has to grow. If your portfolio has not yet fully recovered from market losses in recent years and you're looking to get back on track to accumulating wealth, you may want to consider a more aggressive asset allocation with at least a portion of your money.

However, it is our opinion that as you approach retirement you should only have a portion of your retirement assets invested in the stock market. In an environment of fluctuating stock market prices, it can be difficult to generate steady and reliable income without the use of more conservative investments and/or fixed income products. In addition, the last thing you want to do in retirement is lose more ground during another market correction.

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.

Privacy Policy | Terms of Use

AW04160017