David J. Lazzaro's Mission
Asset Management:
Our Main Focus – Fee Based Asset Management Programs & Risk-Managed Investment Strategies.
Strategic:
Allocation to specific asset classes that are monitored and rebalanced to your personal goals, target risk levels and investment horizon.
Risk Management:
*Life Insurance* Accumulation v. Protection
*Long-Term Care Insurance* Independence, Asset
Preservation & Longevity
*Personal Pension Plans - All types of Annuities:*
Accumulation through Retirement Income
Living Benefit Riders - With v. Without
Plan Refinement:
* REVIEW YOUR PLAN ANNUALLY AT A MINIMUM. CONFIRM THAT YOUR INVESTMENT PLAN REMAINS CONSISTENT WITH YOUR LONG-TERM GOALS AND NEEDS.
* FINE TUNE YOUR INVESTMENT PLAN BY ADDING APPROPRIATE ASSET CLASSES OR STRATEGIES AS NEEDED TO HELP MEET YOUR CURRENT AND LONG-TERM NEEDS.
Our Main Focus – Fee Based Asset Management Programs & Risk-Managed Investment Strategies.
Strategic:
Allocation to specific asset classes that are monitored and rebalanced to your personal goals, target risk levels and investment horizon.
Risk Management:
*Life Insurance* Accumulation v. Protection
*Long-Term Care Insurance* Independence, Asset
Preservation & Longevity
*Personal Pension Plans - All types of Annuities:*
Accumulation through Retirement Income
Living Benefit Riders - With v. Without
Plan Refinement:
* REVIEW YOUR PLAN ANNUALLY AT A MINIMUM. CONFIRM THAT YOUR INVESTMENT PLAN REMAINS CONSISTENT WITH YOUR LONG-TERM GOALS AND NEEDS.
* FINE TUNE YOUR INVESTMENT PLAN BY ADDING APPROPRIATE ASSET CLASSES OR STRATEGIES AS NEEDED TO HELP MEET YOUR CURRENT AND LONG-TERM NEEDS.
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