Ground-breaking and Revolutionary Asset-Protection Program Can Help Re-Write the Game for Retirees

From recent, painful experience retirees know how market volatility and market crashes can decimate their retirement portfolios. Now there’s a new program that provides built-in protections and constant updates so investors can sleep easy at night.

LIHUE, Hawaii – March 8, 2015 /MM-LC/ —

In January 2015, ProfitConfidential reported that the three “most influential investors/businessmen in America today … Warren Buffett, John Paulson, and George Soros…” are shedding their U.S. stocks, possibly in anticipation of a stock market crash later this year. For retirees and pre-retirees, this kind of news can be very disconcerting.

Though the economy has changed radically over the decades, the way most people manage their retirement plans, protect their accumulated personal wealth, and invest their retirement nest egg has not kept pace. Today, many investors approaching retirement either put their hard-earned savings at too much risk or, for perceived safety, use investment options that rarely keep pace with the annual rate of inflation.

Nelson Secretario, who has worked with retirees for over four decades, recently observed: “Countless investors have suffered a net loss in their retirement portfolios for most of the last decade, especially after accounting for inflation and income taxes. Many cannot comfortably tolerate more of the same without subjecting their lifestyle and long-term retirement goals to great risk.”

As the legendary Warren Buffett remarked: “It’s only when the tide goes out that you learn who’s been swimming naked.” Due to the advance of technology and accumulation of data, remarkable new tools have entered the investment market that can forever change the way people invest, helping to protect them from being naked when the tide goes out. One such tool is the revolutionary, patented asset-protection program called AssetLock™.

“This new program,” says Mr. Secretario, who is the only Retirement Wealth Advisor in Hawaii authorized to market it, “takes a more secure, smarter and simpler approach to helping to monitor portfolios daily, so investors can help stay protected from market volatility. What it matchlessly does for the investor is track a portfolio’s value in the market each and every day, then communicate regularly with the investor about its standing.”

Its creator, Jason Jenkins, explained the program this way: “With downside protection, intelligent asset-allocation strategies, constant monitoring, and total liquidity, AssetLock™ can help take 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, elucidates the roll the program plays in a volatile market. This program “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 [between the two], improving communication and allowing people to invest on their terms while enjoying the added level of protection and return they want and need.”

Mr. Secretario, whose advisory firm is an Investment Advisor Representative for Retirement Wealth Advisors, has offices in Lihue and Honolulu, Hawaii, where pre- and post-retirement portfolios are on the minds of many, adds: “Our association with these programs help to enable advisors to provide innovative services to the client, thereby helping to protect pre- and current retirees from the market’s downsides while gaining from its upsides. Asset Lock and Formula Folios are revolutionizing the way people invest.”

Both programs are only available through select financial advisors, registered specifically as Investment Advisors, such as Nelson Secretario and Planning Concepts. By going to the RetirementWealthAdvisor website, interested investors can locate approved financial advisors in their area, potentially changing forever the way they invest.

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Nelson Secretario has worked in the financial advisory business advising pre- and post-retirees for over four decades. He is the founder of Planning Concepts, which is the only Retirement Wealth Advisor authorized to represent AssetLock™ and FormulaFolios in all of Hawaii. With offices in Lihue and Honolulu, he offers seminars frequently to individuals thinking about retiring in Hawaii, covering such subjects as LTC Annuities, Federal Employee Benefits, Social Security Benefits and, of course, AssetLock™ and FormulaFolios.

Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Planning Concepts 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.

Asset Lock is a portfolio monitoring software which can help limit your loss per your predetermined risk tolerance.

For more information about us, please visit http://www.planningconceptshi.com/

Contact Info:
Name: Nelson Secretario
Organization: Planning Concepts Retirement Wealth Advisors
Phone: 808-245-5088

Source: http://councilofeliteadvisors.com/liftmedia

Release ID: 76485