About Somerset wealth strategies
Somerset Wealth Strategies: Creating Retirement Income Strategies That Last
Somerset Wealth Strategies is a financial advisory firm that specializes in creating retirement income strategies for people who are either in or nearing retirement. The company's mission is to help its clients achieve financial security and peace of mind by providing them with personalized, comprehensive, and effective retirement planning solutions.
At Somerset Wealth Strategies, the focus is on helping clients create a sustainable income stream that will last throughout their retirement years. The company's team of experienced financial advisors works closely with each client to understand their unique needs, goals, and risk tolerance levels. Based on this information, they develop customized investment portfolios that are designed to generate consistent returns while minimizing risk.
One of the key strengths of Somerset Wealth Strategies is its commitment to transparency and education. The company believes that informed clients make better decisions about their finances, so it takes the time to explain complex investment concepts in plain English. This approach helps clients feel more confident about their investments and enables them to make informed decisions about their future.
Another important aspect of Somerset Wealth Strategies' approach is its focus on diversification. The company understands that no single investment strategy can guarantee success over the long term. Therefore, it recommends a diversified portfolio that includes a mix of stocks, bonds, mutual funds, ETFs (exchange-traded funds), real estate investments trusts (REITs), annuities and other asset classes.
Somerset Wealth Strategies also offers a range of other services designed to help clients achieve their financial goals. These include tax planning strategies; estate planning services; insurance analysis; Social Security optimization; Medicare supplement plans selection assistance among others.
The firm has been serving individuals since 2003 when it was founded by David Edwards who has over 30 years experience as an advisor in the industry . Over time he has built up an experienced team consisting of Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs) , Certified Public Accountants(CPAs) , attorneys among others all working together towards achieving client objectives .
In conclusion,Somerset wealth strategies provides comprehensive retirement income solutions for individuals looking for peace-of-mind during their golden years.Their commitment towards transparency,discipline,diligence,and diversification makes them stand out from other firms.They have helped many retirees achieve financial security through personalized advice tailored specifically for each individual's unique situation.If you're looking for professional guidance as you plan your own retirement journey,Somerset wealth strategies may be just what you need!