Sarasota, FL / ACCESSWIRE / September 10, 2014 / Since 1929, there have been no less than 17 stock market crashes of 20% or greater, or an average of one every six years. Like all those before it, the 2008 Great Recession decimated many pre-retirement and retirement investment portfolios.
Though our world has changed dramatically over the years, the way most people prepare financially for retirement, protect their personal wealth, and invest their retirement nest egg has not kept pace. Today, many investors approaching retirement either have their hard-earned savings at too much risk or, for safety, use investment vehicles that do not keep pace with the rate of inflation.
Alin David Lozada, President and Founder of Sarasota Wealth Advisors, recently observed: “Many investors have experienced a net loss in their portfolio for most of the last decade, especially after taking into account taxes and inflation. Most cannot afford more of the same without putting their lifestyle and long-term retirement goals at risk.” And the legendary Warren Buffett remarked: “It’s only when the tide goes out that you learn who’s been swimming naked.”
Alin David Lozada is recognized as being in the top one percent of all financial professionals in the country by the Top of the Table of the Million Dollar Round Table (MDRT). This is the most prestigious organization for financial professionals in the world.
Today, there are revolutionary new tools that will forever change the way people invest, protecting them from being naked when the tide goes out. One such tool is the revolutionary, patented asset-protection program called AssetLock(tm).
“AssetLock(tm),” Mr. Lozada explains, “takes a secure, smart and simple approach to monitoring portfolios daily, so investors can stay protected from market volatility. What it uniquely does for the investor is track a portfolio’s value in the market each and every day, then communicate constantly with the investor about its standing. We are proud to be the sole representatives of it in Sarasota.”
The creator of AssetLock(tm), Jason Jenkins, puts it this way: “With downside protection, intelligent asset-allocation strategies, constant monitoring, and total liquidity, AssetLock(tm) takes the emotion out of investing. And we found the perfect vehicle for getting it to investors through FormulaFolios.”
Jason Wenk, founder and Chief Investment Strategist of FormulaFolio Investments, shares the roll that AssetLock(tm) plays. “FormulaFolios was founded with the belief that researched and tested investment models can allow emotion-free and confident investing. This goal is well-suited for collaboration with AssetLock(tm), improving communication and allowing people to invest on their terms while enjoying the level of protection and return they want and need.”
Mr. Lozada, whose advisory firm, Sarasota Wealth Advisory, is located in Sarasota, Florida, where pre- and post-retirement portfolios are on the minds of many, adds: “Our partnership with AssetLock(tm) and FormulaFolios allows our advisors to provide innovative services to our clients, helping pre- and current retirees stay protected from the market’s downsides while enjoying its upsides.”
Sarasota Wealth Advisory is the only advisory firm in Sarasota, Florida, that has been chosen to offer AssetLock(tm). As a licensed financial advisor, it takes a fiduciary approach to retirement planning, bringing to the table for its clients many years of experience in wealth accumulation, investment management, retirement planning, asset protection, tax planning, estate planning, life insurance strategies and family financial planning.
By going to http://www.alindavidpresents.com interested investors can download a complete Retirement Readiness Kit to learn how to maximize their retirement effectiveness and learn more.
Visit http://www. SarasotaWealthAdvisorycom .com for more information.
Contact Info
Name: Alin David Lozada
Organization: Sarasota Wealth Advisory
Phone: (941) 953-2086
Email: Alin@SarasotaWealthAdvisory.com
Address: 1800 2nd Street, Suite 725 Sarasota, Florida 34236
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Sarasota Wealth Advisory 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
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. (Adviser’s firm name) 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 (Adviser’s firm name) 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.
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