Optimize your asset allocation for retirement.
Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You’ve worked hard to save for retirement and now it’s time to enjoy it. Perhaps you’re wondering if all the pieces are in place for you to enjoy your ideal retirement. Are your assets allocated properly?
Russ Fenton prides himself on providing retirement income planning strategies to Mentor, Ohio and the surrounding communities. He takes a look at your assets — including everything from your bank accounts, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more. His end goal is to help create financial clarity and to promote multi-generational wealth.
- Insurance planning
- Beneficiary review
- Retirement Income planning
- Financial needs analysis
- Analysis of present and future expenses
- Income planning
Although many financial services professionals focus on specific products, his experience has shown him that you’re best served by focusing on processes that reflect who you are as a person.
When you work with Russ Fenton, you’re provided a framework that helps satisfy your retirement planning income needs while also addressing your risk tolerance and growth expectations. Asset allocation isn’t something you do once, it’s something that evolves throughout your retirement.
Knowing who to turn to for help can make all the difference.
Fenton Financial Services do not provide tax and/or legal advice but will work with your attorney or independent tax or legal advisor.