"We want our clients to be aligned on their risk. We sit down with retirees, and soon-to-be retirees, who need to switch into a more conservative mode, and they often come to us with tons of exposure to the market," says Conness. Their goal is to keep their clients' money safe, and cash flowing steadily.It's a bad year to take risks, no matter what your age or income level. Tax laws are scheduled to re-set, income taxes are expected to rise, and retirees are staring down the "fiscal cliff." In times like these, it literally pays to be conservative – and when it comes to giving more value for the dollar, Global Wealth management comes out ahead.
Trading Jacks For Aces: Income Specialists Andrew Costa And Grant Conness Meet New Challenges With A New Wealth Management Structure
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