We believe the key to long-term success is employing an investment model that uses empirical data to recognize and assess three main Investment Risks – Timing, Longevity and Inflation Risk.

• Timing Risk – Simply retiring in a bad year can result in a potentially devastating and irreversible reduction in your monthly retirement income.
• Longevity Risk – It is important that your retirement plan adds a level of protection to ensure you don’t outlive your retirement savings.
• Inflation Risk – These days, many Americans are living for decades in retirement, which makes rising prices a major concern. We implement investment strategies that help protect against inflation risk.

At Carazo Wealth Management, we work with clients to design customized retirement plans to help mitigate a wide range of risks and provide adequate retirement savings to last a lifetime. Contact us for more information.