Retirement Select Program
While we, and our clients, have certainly enjoyed the growth the market has provided them over the last decade, it is important to understand our investment philosophy as a whole.
The Retirement Select program is an exclusive offering centered around taking what you have worked hard to accumulate, and protecting it. This is done through an arsenal of wealth strategies and investments that provide low market correlation and dependable income.
Due to the “accredited” nature of the investments made available to clients, the Retirement Select program is available to those 55+ with assets of $1,000,000 or higher (excluding your primary residence). If you have any questions as it relates to qualifications, we encourage you to reach out to our firm at firstname.lastname@example.org
Our clients understand that there is substantial risk in the current market. They understand that twice in the last 20 years, the S&P 500 has lost over 50% of it’s value. They understand that in retirement, a swing of even 20%, 30%, or 40% can cannibalize their retirement account as it continues to provide them income. Our philosophy caters to those that are serious about reducing downside volatility and protecting the principal of their assets. This is achieved with a growth strategy that has very low correlation to the markets. This is critical in building a sustainable retirement strategy you can depend on.
“Most baby boomers remember what 2008 felt like. Luckily they had 10-20 years to recover before retiring. That’s no longer the case.”
We’ve worked hard to master a process that allows us to efficiently serve clients all over the country.
“Securities offered through Kalos Capital, Inc., Member FINRA/SIPC/MSRB and investment advisory services offered through Kalos Management, Inc, an SEC registered Investment Advisor, both located at 11525 Park Wood Circle, Alpharetta, GA 30005. Kalos Capital, Inc. and Kalos Management, Inc. do not provide tax or legal advice. e3 Consultants Group is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.”
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