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The 3 Must Haves for Retirement

by

Proxy Wealth, Wealth Done Better

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100 Million Americans Are Not Ready to Retire, Are You?

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based on hypothetical information, there is no guarantee that any of them will come true. Proxy Financial is a registered investment adviser. Proxy and its Financial Advisors are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licenses.

1

Build a
Retirement Plan

couple, african, happy

Are You Ready to Retire?

  • Do you know how much it cost to retire?
  • Are you on track to reach your goals?
  • Did you know experts say social security is not enough to retire?
Solution:

Working with a fiduciary advisor at Proxy may benefit you in building a custom plan to prepare for retirement. Our team of expert financial advisors will guide you on the following

  • How to accumulate for your retirement goals.
  • Which accounts to take withdrawals from.
  • When Social Security benefits should kick in.
  • How to minimize the taxes you will pay in retirement.
  • What amount of retirement income you could reasonably expect to have.
  • How much of your money should be in guaranteed investments.
  • And so much more.

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based on hypothetical information, there is no guarantee that any of them will come true. Proxy Financial is a registered investment adviser. Proxy and its Financial Advisors are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licenses.

2

Work With
a Fiduciary Advisor

Is My Investment Portfolio in the Right Hands?

Nowadays there is so much information online that it is hard to know where to start. Because we are a fiduciaries, at Proxy we protect your wealth. Doesn’t matter what your situation is a fiduciary advisor,  who does not represent a bank or a financial institution, will give you independent advice. 

Our Solution: Fiduciary Advice

Our Services Have:

  • No minimums.
  • Transparent fees.
  • Access to a world of investments.
  • Having someone you can trust.
  • Advice that is in your best interest.
  • Open platform: we use whatever brokerage, bank or institution you are most comfortable with. 

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based on hypothetical information, there is no guarantee that any of them will come true. Proxy Financial is a registered investment adviser. Proxy and its Financial Advisors are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licenses.

3

Design a Plan Specifically for You

Have an Expert Analyze Your Portfolio

The hard truth is that only a small number of people are accumulating enough savings to provide for their income needs during the decades in retirement. 

Think about that. You could be leaving thousands of dollars behind by being in the wrong options, we will assure your plan meets your objectives. Here’s what most people miss when planning for retirement:

  • Longer lives.
  • Sharply rising medical costs.
  • The Relentless Toll of Inflation.
Our Solution:

We build tailor-made plans for our clients. This ensures their financial needs are adequately planned for. We assure you that the best tools will be used in order to accomplish your goals. 

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based on hypothetical information, there is no guarantee that any of them will come true. Proxy Financial is a registered investment adviser. Proxy and its Financial Advisors are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licenses.

Dream it. Plan it. Live it.

Start Your Journey Today
Book Your Free Consultation Today!
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What to Expect With a Complimentary Consultation

During a complimentary consultation it is a very important step to getting to know each other. We will share with you our investment philosophy, mission, and objectives. We will also discuss your financial motivations, investment experiences, hardships, goals, or all of the following. 

We know that your financial journey is unique, we are here to partner with you and build a better future together. So let’s take the first step and begin with a FREE consultation. 

Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities portfolio, transactions or investment strategies. The projections were created based on hypothetical information, there is no guarantee that any of them will come true. Proxy Financial is a registered investment adviser. Proxy and its Financial Advisors are not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licenses.