© 2019 Creekside Financial Group Inc., 167 Creekside Lane, Winchester, VA  22602

 

Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Creekside Financial Group Inc. are independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Creekside Financial Group Inc. does not offer legal or tax advice. Retire Shield TM is a registered trademark and proprietary investment portfolio model.

RETIREMENT

INCOME

We believe the most important key to happiness in retirement is a guaranteed income* that you and your spouse (if applicable) can rely on as long as you live.  Beyond guaranteed income to meet all of life's budget needs, we will also want a supplemental source of income to enjoy the lifestyle you want to lead in retirement.  Let's face it - you sacrificed during your career to save for these days - why not enjoy them!

LIQUIDITY

Being able to meet life's financial emergencies (without a substantial fee or penalty) can be important.  These, often unexpected, life events sneak up at some of the least desirable times; home repairs or modifications, car repairs or replacement, long term care expenses, etc.  While we hope these surprises do not happen, we can help you get prepared with adequate liquidity to meet the challenge.

RISK CONTROL

In order to enjoy a more stress-free retirement, we believe it is important to identify certain risks and consider options to minimize or eliminate them; surviving spousal income, long term care, investment volatility, inflation and longevity just to name a few.  Longevity is actually a risk multiplier, because as we live longer lives, each of the other retirement risks become increasingly more probable. 

VOLATILITY CONTROL

Portfolios designed for volatility control attempt to provide a smoother investment path for those who are more risk-averse or who have a lower risk profile.  

* Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by AlphStar Capital Management.