Not losing is just as important as gaining. We believe that Capital Preservation is the foundation of solid retirement planning. By building on this foundation you can create a stable and predictable retirement lifestyle.
What if you could tie your returns to the performance of a major index, like the S&P 500, keep the positive returns, lock them in and during a downturn, your principal and previous gains are not at risk of declining?
Our clients using this strategy did not lose a penny during the market crash of 2008-2009. Not one. Principal is guaranteed while you enjoy returns from index performance, and eliminate the downside risk. A Key solution for many retirement accounts.