AS A BOUTIQUE RETIREMENT PLANNING FIRM, ASSETS RISK MANAGEMENT AND ATHLETES RISK MANAGEMENT OFFERS THE EXACT SAME SERVICES AS THE CORPORATE GIANTS, BUT WE PREFER TO BUILD RELATIONSHIPS
We invite you to meet with us under no obligation to you and ask us the questions you have about your finances and how you can use them to achieve a path to retirement
— or, how to improve your current retirement.
February 2 and 3 Retirement Dinner Seminars
— Click Here for Info —
I am hoping you will come and join us for a complimentary dinner and presentation. Even more, I would like to be able to have a conversation about your concerns as well as your goals. Your goals are my goals, as I believe that is the best way to serve you. — Geoffrey Wight
ARM Wellington Office
At Assets Risk Management, we study your current situation and then collaboratively design an “All Seasons Retirement Income Plan” that synchs with your goals and aspirations. Our process includes a review of your current pathway, the potential effect of market volatility on your portfolio, how the Secure Act impacts your retirement savings and legacy planning and what tools and resources are available to you to balance between security and growth in a financial portfolio. We develop long-term strategies and planning to create income for life. We also work with a team to look at the tax implications to your 401(k) and IRA and review how to put more money in your pocket and less in Uncle Sam’s.
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