Shm Financial Group
As we approach retirement, many individuals desire safety, security, principal protection and income features from their retirement assets and assets that allow us to sleep well at night and not worry about deterioration. We like to call safe money (GREEN money). Explore with us what% of your assets you desire to have in GREEN safety assets. Deposits include but are not limited to cash, money funds, CDs, fixed annuities, fixed index annuities and US Treasury securities. These GREEN money assets are sometimes utilized when strategizing during the INCOME phase of retirement.
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