Tuesday, 20 September 2011

Investing Your Severance Package


Severance packages introduce an excellent opportunity.  Seldom do we have opportunities to substantially add to our portfolio.  Monthly installments can accumulate over time but large lump sum contributions to your retirement savings will play a large part in attaining your goals.  Severance packages can also be structured to reduce your debt without just dumping it on your mortgage or loan.

So what should you do?  There are many people who are willing to give you advice on where to invest. Whether it is a sibling, friend, parent or someone on the internet, who's advice you accept and follow can have a significant impact on its real value.

The key is to make sure you properly diversify your investments.  Our strategy helps our clients to gain an understanding of what works for them.  We can help you to find your comfort zone while earning a healthy return.  The links below summarize our theory in balancing your portfolio.

Wealth Management Strategies
We urge you to call and schedule a consultation. It won't cost you anything but your time.

Once you are comfortable with a strategy, we as independent brokers can search out all the options to find the investments that suit you best.

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