INVESTMENT ADVISING

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You work, you save, you work, you save… but what does it all mean?  Will you have enough to successfully meet your retirement goals?

While it is human nature to focus on performance or specific investments, you may be missing the bigger picture. We are here to tell you that now is the time to take a different approach.

At Shenouda, we will help you establish a road map for success in which we clearly define the necessary steps to achieve your goals. More importantly the process of creating a road map helps create realistic expectations that will foster a more meaningful relationship between you and your client manager.

You cannot do this without first thinking about what you hope to accomplish and this is where we begin the journey that will put you on the path to success.

Now is the time to start thinking about your future

Now is the time to begin saving for your goals

Now is the time to create an action plan for success

Our mission is to help our clients mitigate the major four risks of:

1. Inflation Risk

2. Retiree spending Risk

3. Savings Risk

4. Longevity Risk

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