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A note from chris
My goal is to help clients strive toward a comfortable retirement.
Talk to me about your retirement needs, and I will craft a customized plan at zero cost to you. If the plan I develop sounds good to you, I’ll do all the work to put it into action. But if you’re not ready to take action, that’s perfectly fine – there’s never any obligation on your part.
Ask me any questions that you have, and I’ll help find the best solutions for your personal needs. You can always come back with more questions the next month, or even three months after that if you wish. That’s why I’m here.
Even if we never do business together, it’s my goal to leave you better educated about your retirement options, just for having met me.
Submit your questions below if you would like a free consultation.
1020 Plain St. Suite 290, Marshfield, MA 02050 | (508) 659-5849 | chris@caperwa.com
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Cape Retirement Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Cape Retirement Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors.
WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. the money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product.