Wealth Preservation: Life After Work

When you’re young, it’s difficult to imagine the day will come when “fixed income” takes a stranglehold on your lifestyle. Perhaps you have a few investments—401Ks, IRAs. So that’s great, right? While your financial advisor might agree, they also know that investing can be a fickle activity. If you’re not taking steps toward wealth preservation, you might end up with a lot less than you anticipated.

Do your dreams include leaving a portion of your wealth to family or other recipients? The reality is you may find it drowning in a sea of negative market cycles, tax hits, and other demands lurking in the shadows. Today’s volatile financial market demands that you take steps to preserve your wealth. And remember this. Protecting wealth is not only for the 1% and their complex portfolios. Everyone needs to have wealth preservation as a realistic goal.

5 Key Wealth Preservation Strategies

Avoid the notion that you have more than you do. Remember, over time wealth can change based on markets and other variables.

Is Your Wealth Protected?

If not, there’s no time like the present to get going in the right direction—preserve your wealth now. The Law Offices of Michael K. Lanning, APLC, specializes in financial planning and wealth counseling. We’re committed to helping our clients and can help you build a wealth protection strategy that aligns with your unique needs and objectives for a sound financial future. Contact us at 310-820-1600 or go to our website to learn more and set up a consultation.

We serve West Los Angeles, Santa Monica, Pacific Palisades, Manhattan Beach, and the surrounding Los Angeles communities.

The Law Offices of Michael K. Lanning, APLC

11777 San Vicente Blvd.

Suite 750

Los Angeles, California, 90049

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