The Rowlett Chamber of Commerce hosted a ribbon cutting ceremony Dec. 13 for Insured Wealth Management , located at 6800 Heritage Parkway, Suite 203 in Rockwall.
Owner Mark Helfrich explains that for many, tomorrow’s financial picture has become increasingly unclear, due to volatility in the stock market, the recent housing collapse, ever-rising health care costs, government bailouts, and a stifling deficit due in large part to over-promised, underfunded government programs such as Social Security and Medicare. All these factors have made planning for tomorrow more complex and uncertain.
That’s where years of experience and a commitment to due diligence enter the picture. At Insured Wealth Management, their first priority is helping their clients manage risk. You may have had past experiences with investment firms and advisors where the emphasis was primarily on growth potential and too little attention to risk management. Designing a strategy that is aimed to reduce your exposure to undue risk can have a just as significant an impact on long term results.
Another point of potential difference with their approach is their focus on how tax-advantaged income strategies may be able to also help improve clients results and their ability to achieve their retirement dreams. All in all, they want to invest in you first while planning for tomorrow.
To connect with Insured Wealth Management, call 972-412-6064 or visit Insured Wealth Management.
Submitted by Louise Brown, Rowlett Chamber.
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