Everyone has a dream of their ideal retirement and money management. And to realize those dreams you need a solid plan with a firm foundation. For that reason, We must develop a financial strategy for our future.

As we make it into the US, I highly recommend advice from a reliable trustworthy financial professional that has integrity and wisdom, to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.

By implementing strategies to protect and grow your money:

• Distribution planning form lifetime income
• Passing on more wealth to your heirs
• Optimizing your wealth for tax-efficiency
• Downside protection from the next market bubble.

You can enjoy your future by mapping out your finances now, especially if there’s still time to grow your wealth. The longer you invest, the more time your money has to grow, yet the more it is also exposed to market volatility.

That is why diversifying your retirement assets among a variety of vehicles- both through insurance products and investments depending on what is appropriate for your situation-may help you meet your retirement income goals throughout your lifespan.

Today our guest is Chris Drew, founder and President of Drew Capital Group is a Florida native, born in Fort Myers. Shortly after moving to Tampa in the spring of 2004, Christopher became highly knowledgeable in the health and life insurance arena and later went on to obtain his Series 65 license to become a registered investment advisor representative (IAR).

He evolved his focus to incorporate a comprehensive, client-focused approach to financial planning. Such discipline ensures that recommended programs encompass each client’s financial goals, time frames, and risk tolerance.

With a client-focused, comprehensive plan in place and reviewed regularly, Christopher and his team strive each day, working one-on-one with his clients, to help them pursue their personal financial objectives.

He comes on this episode to shed light on the ever-changing financial landscape by elaborating on ways to protect assets and maximize returns on their investments where principal protection is the main objective, ensuring financial confidence throughout retirement.

He can be found and reached at

https://drewcapitalgroup.com

16021 N Florida Ave Lutz, FL 33549

Toll-free: 1.833.DREWCAP

Office: 813.820.0069

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Thanks for listening!

Alonso Osorio, MD, FACEP, FAAFP, FAAEM.

[email protected]

813-465-9157