The Truth About Managing Risk In Retirement…

How To Protect Your Investment From Risk While Still Capturing Market Growth!

Investing in retirement can be a real challenge. On the one hand, you want to earn as much as possible to continue to grow your portfolio, and yet, in today’s volatile climate you must always guard against another market downturn. 

In This Free Guide You'll Discover:

  • A proven formula for quickly determining the maximum amount of risk you should have in your portfolio. 
  • Three fundamental strategies for protecting your wealth from down markets. 
  • A surprising investment vehicle that provides for market growth, but also offers downside protection. 
  • How to invest with confidence knowing you not only have a plan for growth, but also for safety!
  • And much, much more!

We know investment planning can be complicated, let us make it easier. Get your copy of this report today and ensure your portfolio is well positioned for both up and down markets!

About the Author

Dana is a CERTIFIED FINANCIAL PLANNER (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, he provides trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them. Dana believes that everyone’s situation is unique and that they have a right to a trusted advisor who puts their interests first. 

In his spare time, Dana is very active in the local community. He is a sought-after speaker to local groups, companies, and schools on the topic of financial literacy. Dana resides in Maple Grove, Minnesota with his wife, Sonja, and three daughters, Isabel, Gianna, and Jessica.