Retirement Mark by Mark R. Lumia

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Retirement Mark by Mark R. Lumia

Reduce Taxes, Increase Retirement Income and Protect Your Nest Egg

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⬅ How to Use “Income Buckets”...

How Do I Act As My Own Bank? …... ➡

What is AssetLock?

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Posted on Monday, September 29, 2014

Category: AssetLock

Post navigation

⬅ How to Use “Income Buckets”...

How Do I Act As My Own Bank? …... ➡

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About Mark R. Lumia

I am the Founder and CEO of True Wealth Group, LLC.

I am a Certified Financial Planner® (CFP®), Retirement Management Analyst (RMA) a Chartered Financial Consultant® (ChFC®) , and a Certified Advisor for Senior Living® (CASL®).

I specialize in retirement income planning, Medicare and Social Security planning

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Contact Me

Mark R. Lumia, CFP, RMA, ChFC, CASL
Phone: 1-352-561-4571 OR 1-800-762-7572
Email: Mark@TrueWealthGroup.com
Address:
13940 N. US Highway 441
Suite 601
Lady Lake, Florida 32159

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. True Wealth Group, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that True Wealth Group, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors. AssetLock™ is a portfolio monitoring system, which identifies a client’s maximum portfolio downside or loss and indicates that immediate action is required in order to limit losses per the clients pre-determined risk tolerance. It is not an actual stop loss, and may not automatically sell the individual securities in the portfolio. Therefore, the AssetLock™ Value is a reference point to encourage a conversation between True Wealth Group, LLC and the client, and to determine if the client/s would like to liquidate the portfolio and move the assets into cash, reset the AssetLock™ percentage, or reallocate to a different risk profile. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results.

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