The "Market Proof Retirement" process


The process works in following ways to help you transform your retirement and your

life.


 

 

Your Retirement. 

  • Create solution based on your NEEDS.

  • Get you out of RISKY Retirement and put you into SAFE retirement. 

  • Give you a lifetime income that you won't outlive.

  • Potentially reduce taxes on your social security and Interest income.

  • Create solutions that are used with a combination of right product, right

       service,and right solutions.

  • Create a Tax FREE IRA. 

  • Bypass probate. 

  • Make your money creditorproof. 

  • Help you with legacy planning and multi generational planning. 

  • Avoid any more downturns in the market. 

  • Give you protection incase market goes down. 

  • Help you capture market gains and avoid any market losses. 

  • Potentially earn higher interest than Bank CD's.

  • Help you earn interest that is tax deferred. 

  • Give you up to 105% market participation rates.  

 

My wife and I first met Ashish about a year and a half ago at a seminar he gave on investments.  Since then we have invested our retirement accounts with him.  Based on our experiences with stock market declines over the years, first with a large brokerage house and then with a major bank handling our investments, we wish we had met Ashish earlier.  Our accounts have shown no losses during the downward market movements.  It is particularly important to us to preserve our principle since we have reached retirement age.  Also, our accounts are set up to provide us lifetime income while capturing upside potential without experiencing market losses.  Ashish has given us personal attention and has been available when we needed to consult with him ever since he started handling our investments.  We view him as a friend as well as an adviser.  We believe he is genuinely concerned about our financial future and we look forward to a long relationship with him.


                                                                                                           Frank and Judi Hays


Your Life

  • Put a system into place that's built around you and your goals.

  • Put a system in place for your retirement that is completely automated. 

  • Put a system in place that would allow you to do what you love to do in your

       retirement years and go to bed peacefully.

  • Put a system in place that would allow you to enjoy your life and free up

       more time because you are not worried about your finances.

  • Put a system in place that would allow you to enjoy your kids and Grand kids. 

  • Put a system in place that would allow you to have a life. 



Your Process and results

     The last part of the process is to put your "Market Proof Retirement" systems in

place.  These are the processes that will help you get from where you are to where you

want to go. 

     Currently your retirement may not be an "asset" but it is a "liability".  This means

your retirement is dependent on the market and market risk which effects your money

postision daily.  Of course that means you have sleepless nights and nightmares about

what would happen if the market "Tanks" again like it did in 2001 and 2008.  This also

effects your income capacity now and in the furure, and of cource that makes you

wonder weather you will have to work longer or take less income.  Not to mention the

taxes on Social Security income, Interest income or everything else.  

     Make your retirement into an "asset".  This means your retirement is dependent on

systems that wold protect you incase ther is a downturn in the market.  This means you

can have more stady income and guranteed income streams that you won't outlive.

 The system comes with taxdeferred growth which may hlep you reduce taxes on social

security income, Interest income, and everything else.  Ofcource all that meas is you

have a peace of mind and enjoy your life the way you want to.
    

Give us 15 minues or less and we will show you how we may be able to help you.

Call us at 443-283-0940 or E-mail us ashish@shuklafinancial.net