SWORNEY and ASSOCIATES
Stop Worrying About Money!
RETIREMENT
Retirement is about
managing Risk
Risk is managed by focusing on two key strategies:
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Capital Preservation - Minimizing investment losses to your individual comfort level.
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Covering core expenses with guaranteed lifetime income.
These strategies are achieved through conservative, active money management and specialty insurance products.
7 Principles of a HEALTHY Retirement Plan
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Avoid large losses - use the 5%-10% rule.
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Minimize Fees.
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Significantly reduce volatility.
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Earn a reasonable return rate.
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Manage Taxation.
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Generate "Certain Income" from your assets that will last for as long as you live, not "Maybe Income" that could end at any time.
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Have a Written Retirement Income Plan.
"If past history was all there was to the game, the richest people would be librarians" - Warren Buffet
Investment Advisor Representative
We are very happy to have our own staff Investment Advisor Representative, Judah J Sworney.
Judah works with a number of investment offerings to achieve a secure retirement by limiting the risk exposure of our clients nearing or in retirement. But, he also has access to growth oriented investments for clients with a longer retirement horizon.
Elevated Capital Advisors, LLC
Our investment advisor services are offered exclusively through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.
Elevated Capital Advisor with $368,500,000 of managed capital is small enough to offer personalized attention and large enough to offer a wide range of investment offerings independently selected.
Fiduciary Responsibility
Means we are duty bound to do what is in your best interest. However, we take it a step further, we prove that our plans are focused on your objectives alone.