Leveraged ETFs – Issues to Understand
Rob Hanna
December 15, 2023
t. (888) 452.5260
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Life is busy with so many financial milestones along the way, saving for retirement can easily become the most daunting of them all. That is why it is CA360’s mission to develop a comprehensive plan for our clients and their families to ensure that all financial aspects are in order as they move through the later stages of their lives.
Would you believe that, according to the US Census Bureau, only five-percent of retirees are fully funded to retire at age 65? Indeed, another three- to five-percent continue to work, and over 60% reportedly depend on social security, friends, relatives or charity for their needs.
We strive to provide our clients peace of mind so that they know clearly where they stand versus their retirement needs, and that when they are gone, their loved ones will be able to carry on. For many, this means having a thorough financial and investing plan at as young an age as possible, for others, it means business succession planning, understanding the intricacies of tax-benefited account types, and what to expect from social security. For more complex estates, CA360 also has connections to qualified tax and legal experts to assist in completing your full three hundred sixty degree review.
Why not reach out to a CA360 retirement professional to get you plan started today?
For More Information on Retirement Planning, Contact our Specialist:
Mark Taylan, CRPC
(888) 452.5260
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260