{"id":686,"date":"2020-04-22T22:37:56","date_gmt":"2020-04-22T22:37:56","guid":{"rendered":"http:\/\/gpswp.com\/brianbreck\/?page_id=686"},"modified":"2022-01-20T15:53:12","modified_gmt":"2022-01-20T15:53:12","slug":"asset-allocation","status":"publish","type":"page","link":"https:\/\/gpswp.com\/brianbreck\/services\/asset-allocation\/","title":{"rendered":"Asset Allocation &#038; Risk"},"content":{"rendered":"\n<h3><em>Optimize your asset allocation for retirement.<\/em><\/h3>\n\n\n\n<p>Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You&#8217;ve worked hard to save for retirement and now it\u2019s time to enjoy it. Perhaps you&#8217;re wondering if all the pieces are in place for you to enjoy your ideal retirement. Are your assets allocated properly?<\/p>\n\n\n\n<p>We pride ourselves on providing retirement income strategies to <strong>San Ramon, CA<\/strong> and the surrounding communities. We take a look at your assets \u2014&nbsp;including everything from your bank accounts, pension, and Social Security benefits, to your estate plans, wills, taxes, insurance policies and more Our end goal is to help create financial clarity and to promote multi-generational wealth.<\/p>\n\n\n\n<p><strong>We offer:<\/strong><\/p>\n\n\n\n<ul><li>Insurance planning<\/li><li>Beneficiary review<\/li><li>Retirement planning<\/li><li>Financial needs analysis<\/li><li>Analysis of present and future expenses<\/li><li>Income planning<\/li><\/ul>\n\n\n\n<p>Although many financial services professionals focus on specific products, our experience has shown us that you\u2019re best served by focusing on processes that reflect who you are as a person.<\/p>\n\n\n\n<p>When you work with <strong>Innovative Financial Advisors, LLC<\/strong>, you\u2019re provided a framework that helps satisfy your retirement income needs while also addressing your risk tolerance and growth expectations. Asset allocation isn&#8217;t something you do once, it\u2019s something that evolves throughout your retirement.<\/p>\n\n\n\n<p>&nbsp;Knowing who to turn to for help can make all the difference.<\/p>\n\n\n\n<p><em><em><strong>Innovative Financial Advisors, LLC<\/strong>\u00a0and\u00a0<strong>Brian\u00a0Breckenridge<\/strong>\u00a0do not provide legal advice but will work with your attorney or independent tax or legal advisor.<\/em><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Optimize your asset allocation for retirement. Many Americans entering retirement find that asset allocation and risk are just as important as how much they have saved. You&#8217;ve worked hard to save for retirement and now it\u2019s time to enjoy it. Perhaps you&#8217;re wondering if all the pieces are in place [&#8230;]<br \/><a class=\"read-more small\" href=\"https:\/\/gpswp.com\/brianbreck\/services\/asset-allocation\/\">Continue Reading <i class=\"fa fa-long-arrow-right\"><\/i><\/a><\/p>\n","protected":false},"author":1,"featured_media":910,"parent":671,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_links_to":"","_links_to_target":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v15.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Asset Allocation &amp; Risk - Innovative Financial Advisors, LLC\" \/>\n<meta property=\"og:description\" content=\"Optimize your asset allocation for retirement. 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