|
What does Asset Lock do for you? WATCH THIS VIDEO!!! |
GET YOUR FREE ACCOUNT TODAY...
|
WHY ASSET LOCK?
We help those entering retirement and in retirement to optimize their retirement plans, by lowering investment risk and fees. We show you how to potentially lower your taxes in retirement. Plan for a secure future through education and quality financial strategies. We believe that no two individuals are alike which is why we are dedicated to giving our clients the personal attention they deserve. Our financial solutions are as unique as our clients.
Your advisor, Corbin Lindsey, has elected to provide AssetLock® Personal at no cost to you, which gives you the ability to apply the AssetLock® alert system to accounts not managed by your advisor including 401Ks, 403Bs, 457Bs, & TSPs. With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.
AssetLock® Personal has several alert options which can be customized by you! You have the ability to set alert parameters based on your personal risk tolerance for each account, and can update them at any time! You can receive alerts when your account:
It is important to note that AssetLock® is programmed to adjust the High Water and AssetLock® Values to accommodate deposits and withdrawals to ensure an accurate representation of the status of the account. For more information on how this process occurs and the reasoning behind it, please ask an AssetLock® Equipped Advisor. AssetLock is a communication tool developed to help users stay informed on their retirement accounts.
We help those entering retirement and in retirement to optimize their retirement plans, by lowering investment risk and fees. We show you how to potentially lower your taxes in retirement. Plan for a secure future through education and quality financial strategies. We believe that no two individuals are alike which is why we are dedicated to giving our clients the personal attention they deserve. Our financial solutions are as unique as our clients.
Your advisor, Corbin Lindsey, has elected to provide AssetLock® Personal at no cost to you, which gives you the ability to apply the AssetLock® alert system to accounts not managed by your advisor including 401Ks, 403Bs, 457Bs, & TSPs. With AssetLock® Personal, you are in complete control over the AssetLock® Percentages on your accounts, and can even customize your alerts to best meet your needs! An AssetLock® Percentage can range from 5%-30% and is always based on the High Water Value for the account. The AssetLock® Value is the downside value which would trigger the AssetLock® Percentage.
AssetLock® Personal has several alert options which can be customized by you! You have the ability to set alert parameters based on your personal risk tolerance for each account, and can update them at any time! You can receive alerts when your account:
- Receives Deposits
- Earns Dividends
- Reaches a New High Water Mark
- Has Elevated Risk (Yellow)
- Triggers AssetLock® (Red)
It is important to note that AssetLock® is programmed to adjust the High Water and AssetLock® Values to accommodate deposits and withdrawals to ensure an accurate representation of the status of the account. For more information on how this process occurs and the reasoning behind it, please ask an AssetLock® Equipped Advisor. AssetLock is a communication tool developed to help users stay informed on their retirement accounts.
