Financial Security Group, Ocala, Florida

Ocala, Florida

Ocala, Florida

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Whether saving for retirement, or simply investing for the future, investors today cannot afford to stay 100% invested, 100% of the time. There is too much at stake. From December 31, 1999 to December 31, 2009, the S&P 500 Index produced a return of negative 24%. The traditional methodology of the “buy-and-hold, asset allocation” as taught by modern portfolio theory, is dead. As a result, millions of Baby Boomers have had to delay their retirement plans, due to the stock market’s negative impact on their investment portfolios. 

Welcome! Thank you for visiting us online. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to have a conversation, reviewing your needs and addressing any questions you may have. 

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