A Retirement Income Portfolio Built to Go The Distance

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by

Alyse Clark
in

How much money do you need to save for retirement?

What will you do with the money you save?

How do you know it will last?

What if your retirement plans change?

If these are questions on your mind, then I invite you to learn more about the many benefits of the Nordhavn Growing Income Portfolio Model and consider whether it could be of use to you now or in the future. If you’re still in the growth phase of your retirement planning, then I invite you to consider the growth opportunities in the Mainsail Equity Portfolio Model as you work toward your retirement goals.

For a tour of the Nordhavn Model, I’ve created a walk-through video. I’m a small independent wealth management practice, and I pride myself on the care with which I manage your nest egg and my portfolio allocation skills, not my video production skills. I hold the companies I invest my clients’ assets in to high standards of operating efficiency, and the standards I hold for my own business are the same. I believe hiring a video production company to make this content sparkle with allure would be a wasteful expenditure when the message being delivered remains the same. If sensibility and practicality speak to your values, then we’ll get along very well.

To learn how we’ve built the Mainsail Equity Model to work for you, watch part three of my ‘Get to Know Me Video Series’, where you’ll get an in-depth look at the research that goes into this growth strategy and the results achieved by that work.

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Northshore Wealth Management

Your portfolio is our priority.

Alyse Clark is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where she is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption. The opinions expressed herein are those of the firm and are subject to change without notice. Any projections or forward-looking statements expressed herein are solely those of the author and may differ from the views or opinions expressed by other firms and are only for general informational purposes as of the date indicated. Past performance of information presented should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the
investment.

The information presented here is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. The advisor has a reasonable belief that this marketing does not include any false or materially misleading statements or omissions of facts regarding services, investment, or client experience. Northshore Wealth Management has a reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences.

Northshore Wealth Management may discuss and display charts, graphs, formulas and/or stock picks which are not intended to be used by themselves to determine which securities to buy or sell or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions. Consultation with a licensed financial professional is strongly suggested.