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Portfolio Strategy: Stock Choices for Retirement

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July 17, 2017 – Comments (0) | RELATED TICKERS: JNJ , T , XOM

Finding the right financial advisor can seem challenging at first and choosing the right professional for your individual retirement needs will always be a top priority when you are in the initial planning phases.  Many retirement portfolios include heavy exposure to dividend stocks that are capable of producing stable income into your later years.  Common stocks that fall into this Dividend Aristocrat category include names like Johnson & Johnson (NYSE: JNJ), Exxon Mobil Corp. (NYSE: XOM), and AT&T, Inc. (NYSE: T) which have all increased their dividend payouts for at least 25 consecutive years.   

But planning for your retirement investing portfolio can often be more complicated than selecting these predefined stocks, and this is why it is critical to choose the retirement advisory team that is truly best for you. There are also issues like taxes and insurance that must be properly navigated in order for you to truly maximize returns.  

Standout Advisory Firms

This is precisely why firms like Morris Retirement Advisors (MRA) have quickly risen in prominence in their efforts to streamline the investment process in ways that are tailored to the individual.  MRA was founded in 2017 by Private Wealth Advisors Marco Lima, CFP and Adam C. Anderson, CFP/CRPC.

MRA is a registered independent private wealth advisory that uses comprehensive financial planning and risk management strategies as the core principles in their Wealth Management Process. The investment advisory team includes seasoned retirement professionals, financial specialists, and a friendly supporting staff which partners with clients to help them define their goals on the road to financial independence. This is accomplished using a unique proprietary process with the purpose of designing portfolios with minimal risk and maximized returns that have steadily outperformed the S&P 500 since inception.  The company specializes in all types of retirement planning, providing access to financial and insurance products along with tax preparation services.

Portfolio Design and Execution

Having the right financial advisor is the key to designing a reliable investment portfolio.  Retirement is meant to be a time of stress-free happiness where you will be able to enjoy everything you have worked for in life.  This is why it is critical to have a diversified investment portfolio that is capable of withstanding times of volatility in the financial markets.  This requires time, patience, and attention to detail -- and a level of experience that ensures your assets are in the right hands.

Headquartered in New Jersey, with offices in Parsippany and Sparta, the experts at Morris Retirement Advisors are available to answer any questions you might have. The company views your retirement as a time of infinite possibilities and they to share that feeling with you at this time in your life. When contacting Morris Retirement Advisors for any financial purpose, you will have a personalized conversation with a competent professional.  During this discussion, all the basics will be covered. As a result, the retirement advisor assigned to work with you will have a full understanding of your financial picture and they will design a uniquely tailored plan to help you achieve your long-term investment goals.  For more information, visit MorrisRetirementAdvisors.com.

To set an appointment call 973-917-3905.  In Parsippany, the office is located at 3799 US Highway 46, Ste 100. If the Sparta location is more convenient for you, the address is 13 Main Street, Floor 1. Both locations are open Monday through Friday from 9am to 5pm.

 

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