1
Managing risk is a big part of what we do at Shonsey Wealth Management. We focus on three areas in retirement planning: risk management, the risk of longevity and tax risk.
2
Our portfolios are designed with you, the client, in mind. Every aspect is Fiduciary driven for you the client. No two investors are alike nor have the same needs.
3
Many times there are alternatives that are not subject to the ups and downs of the market that are better suited to certain investors.