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Retirement Planning

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Traditionally, the focus of retirement planning has been on accumulating assets.  JSW Advisory Group's robust investment models and processes are customized for each investors specific risk tolerance and time horizon. While asset accumulation is important, an often-overlooked aspect of retirement planning is the distribution of those assets.  Many investors who have accumulated significant assets have not done much planning for the distribution.  This lack of distribution planning, particularly when combined with the uncontrollable variables of market performance and inflation, can present a potentially significant problem. 

JSW Advisory Group works closely with our clients to address economic / market cycles, withdrawal plans, inflation, and longevity throughout the retirement planning process. 

  • 401(k) Plans
  • IRAs
  • Deferred Compensation
  • Executive Compensation
  • Annuities

For more information on retirement income needs and income sources, please contact us today.

Services

  • Investment Planning
  • Retirement Planning
  • Business Planning
  • Estate Planning
  • College Planning
  • LPL Guided Wealth Portfolio

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3405 22nd Street
Suite #202
Lubbock, TX 79410
806-788-2807

 

 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member  FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR, AZ, CA, CO, FL, GA, ID, KS, KY, LA, MD, NC, NM, OH, OK, OR, SC, TN, TX, UT & WA

 

 

 

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