You may be able to use time to your advantage when investing for wealth accumulation.
The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.
However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of the assets invested in the stock market. Allocations can be set aside for more conservative investments and/or secured* income contracts such as annuities. Annuities are long-term vehicles designed to generate supplemental income during retirement. They have minimum guarantees backed by the strength and claims-paying ability of the issuing insurance company. After all, the last thing you want to do is lose more ground during the next market correction.
*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. Annuities are sold only by prospectus. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract. A prospectus containing this and other information about the insurance company can be obtained from your financial professional. Read it carefully before you send money. Annuities are not FDIC insured.
Insurance and annuity product guarantees are not offered by Global Financial Private Capital or GF Investment Services, LLC. Insurance products and services are offered through the issuing insurance company. Omnitrust Financial Group, Global Private Financial Capital and GF Investment Services, Inc. are not affiliated with the issuing insurance company.
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.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name, email address and phone number below to request your copy.
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Investment advisory services offered through Global Financial Private Capital, an SEC-Registered Investment Adviser ("GFPC"). SEC registration does not imply a certain level of skill or training. Securities offered through GF Investment Services, LLC, Member FINRA/SIPC. ("GFIS"). Omnitrust Financial Group, GFPC and GFIS are not affiliated entities. One or more individuals at Omnitrust Financial Group are investment adviser representatives of GFPC and may receive compensation in exchange for soliciting investment advisory services provided by GFPC on behalf of Omnitrust Financial Group clients. One or more individuals at Omnitrust Financial Group are registered representatives of GFIS and may receive compensation in exchange for the purchase or sale of securities.
Neither GFPC nor GFIS is affiliated with the website represented. GFPC and GFIS are not responsible for the views and opinions contained herein, and make no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and do not recommend or endorse any specific information herein.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide or investment advisory or other services by GFPC or GFIS. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security.