Horizon Investments offers a retirement income strategy—Real Spend®—that is rooted in modern financial engineering and academic research. Because, eventually, you will need to ensure that the wealth you have worked so hard to build is there for you to meet your needs—and fund your dreams—during what may be a lengthy and active retirement.
So, when it comes to addressing life's risks—traditional retirement income strategies can often involve over-emphasizing fixed-income securities—unnecessarily exposing investors to inflation and longevity risks that can jeopardize their future financial comfort and flexibility.
Real Spend® solves those life's risks and is a portfolio strategy with allocations that are actively managed to promote longevity and mitigate shortfall risk for a spending investor. The Real Spend strategy is designed to remove common behavioral investing mistakes and balance asset preservation and the growth of legacy wealth, all in a liquid investment account that provides flexibility and peace of mind.
To learn more about Real Spend® or to keep the conversation going, please, contact us to schedule a discussion!