Now that you’re retired, managing your money is more important than ever. Like any other stage in your life, factors such as your retirement goals and the economic environment may change. This will require you to make strategic adjustments to your portfolio.
We can work with you to regularly review and reassess your portfolio and help give you confidence that your portfolio is appropriately balanced between growth-oriented investments and income-focused assets.
In addition to an ongoing review of needs, goals and investment performance, we can help you understand how routine decisions can have a significant impact on the effectiveness of your long-term plans. For example, consolidating cash accounts – including savings accounts, money market funds and checking accounts – can make it easier to monitor your savings and spending and take advantage of lower fees and higher interest rates.
Note: Growth-oriented investments generally involve greater risks and may not be appropriate for every investor.
Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Chapman & Cardwell Capital Management is not a registered broker/dealer, nor is it affiliated with Raymond James Financial Services.
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