Joseph Janiczek, CEO and Founder, was recently interviewed by the editor of Avid Lifestyle. The article asks the key questions consider now, in order to enjoy a worry-free and prosperous retirement later. These questions include:
Does your balance sheet contain the proper mix of liquid, semi-liquid, personal, and non-liquid assets? Are you optimizing your assets during working and wealth-creation years? Can you weather slower economic times or unexpected expenses? Have you considered your access to credit in order to leverage debt for wealth-building opportunities? Is your portfolio well-diversified to minimize risk and maximize returns? Have you addressed the protection and transfer of your wealth?
In the article Joseph Janiczek points out that the importance of having the proper guidance from a team of advisors, including investment professionals, tax experts, and estate planners to make informed decisions, helping to optimize financial strategies and minimize risks. At Janiczek Wealth Management we offer a proprietary system to analyze key performance indicators and identify areas of strength and weakness and how to address those weaknesses and vulnerabilities. Click here to read the article or to learn more about Janiczek Wealth Management and our approach to retirement planning, contact Cathy Wegner, Director of New Client Engagements, at 303-339-4480 or cwegner@janiczek.com.
