228 Canal Boulevard
Ponte Vedra Beach,
What is The Liberty Formula® Retirement System?
A strategic, structured approach to bucketing assets to help avoid today's financial dangers and challenges.
The old way of investing for retirement was to keep a little pile of money at the bank and the rest of your money in a bigger pile in investments and hope that it would last a lifetime.
However, today's market risk, interest rate risk and sequence of returns risk are the three biggest dangers facing investors at or near retirement, and a more sophisticated planning philosophy is essential to stretch retirement dollars to cover their many needs throughout the duration of retirement. For this purpose, we have developed The Liberty Formula® Retirement System to segment money into three different buckets based on your investment time horizon, volatility tolerance and income needs.
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