Investing and wealth management should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies we follow at Iron Plan Solutions to help enable you to put together well-rounded and diversified portfolio of different holdings and contracts that reflect a protective stance against market loss, tax mitigation strategies for the short- and long-term, and solutions for retirement income that can help you keep from running out of money someday. Understanding these wealth management principles and strategies can help take the guesswork and market risk out of financial decisions.
Wealth doesn’t just happen, it’s grown with diligence, persistence and hard work. Our strategy is to structure things so that you benefit even when the market goes down. Certain investments like fixed indexed annuities (FIAs), especially no-fee and uncapped FIAs, may help provide portfolio growth along with principal protection. We’ll help you assess and compare options. You see, it’s not “will there be” a market downturn, it’s “when” there will be a market downturn. Stock market downturns are inevitable, and that’s why there has to be a clear strategy for your portfolio to help protect your principal during down-market cycles, especially when it comes to retirement planning.
