Protection

Protection

Offense wins games, and defense wins championships. Creating a strong defensive foundation in your financial plan is important for an early retirement strategy. Below are some of the many areas in which we plan for and are key as part of the Financial Independence program.

Inflation Protection: For an extended retirement period, the risk of inflation will become more and more apparent. A portfolio will need to be able to endure a rising interest rates to provide perpetual income to the standard of living you desire.

Emergency Fund: An appropriate level of liquidity must be achieved to account for unexpected expenses, without disrupting your cumulative income producing portfolio.

Tax Diversification: Creating a portfolio which diversifies how assets are taxed will help in minimizing tax liabilities over the years and help to protect you from evolving tax laws.

Insurance Protection: Creating a strong financial plan means preparing for the unexpected occurrences which can devastate an overall plan. As part of the Financial Independence program, we will review your life insurance and long-term care strategies as part of developing a strong foundation.

Multiple Income Sources: Having multiple sources of income is helpful in supplementing an extended retirement. Though it can be done, relying on one source of income holds additional risks to retirement goals.

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Craft asset management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals. Please contact us for a complete description of our Financial planning and asset management services.

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com