Portfolio Strategy Maximization Borne Out of Experience And Empathy

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At SRS, we employ a team of experienced and tireless individuals who seek to better the retirement years of our clients through strategic maximization of their planning, investments, and tax approaches.  Many of our team members have experienced either the benefit or the necessity for taking these strategies seriously, and for personal reasons.

In this SRS Short, we’ll hear from Phil Lorenzon, lead analyst here at SRS, about what his roles and responsibilities are, and why his own personal experience was a motivating factor in getting into the financial planning field.

Transcript:

My name is Phil Lorenzon and I’m the lead analyst here at Secure Retirement Strategies. I’m responsible for taking the information you share with us and identifying the best solutions to meet your retirement goals. After going through the experience of caring for my father in a long-term care situation, it became my passion to help as many people as I can prepare for both the expected and the unexpected in life.

Between COVID, taxes, inflation, the financial industry is going through many changes right now. Part of my job is tracking all of those changes to ensure we’re at the cutting edge of financial solutions to meet our client’s needs. It’s critical in times like this to have a team working on your behalf, to ensure that your assets are allocated properly and are being watched so you don’t have to.

I’m also responsible for our investment portfolios. Ensuring the investments we select for our clients are appropriate and maximize their growth potential while working in conjunction with your other investment buckets is an important step in developing your retirement plan. The last component of your retirement plan that I will construct for you is an income chart, showing exactly where your income will come from in retirement.

There is no retirement without income and knowing how to maximize and distribute your assets back to you in the most tax efficient manner is what we do best.

 

For more information on how we can be of assistance, contact us here.