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Our Services

Retirement & Income Planning

While all of us would like to retire in comfort, the time and energy needed to formulate a retirement plan keeps many of us from preparing that plan.

Let us help you make a plan that will allow you to meet your retirement goals and gives you the flexibility to let it evolve with future changes in your needs and the financial markets. No one can predict the future, but having realistic expectations and designing ways to limit losses is the sign of an effective retirement and income plan.

 

Seminars and Workshops

We offer a wide range of informational education seminars and workshops for employees and groups. These workshops can be topic specific or generalized in nature. They can be scaled for time and specific content as well as format. They can be presented to groups ranging in size from 5 to over 100.

The general outline of all workshops is the same regardless of size or topic.

  • Introduction of presenters
  • Housekeeping announcements
  • Presentation
  • Questions and Answers
 

Advisory Services

Our risk-management investment approach seeks to protect and grow wealth.

BALANCED PHILOSOPHY

We believe that it’s critical to defend against the devastating impact large drawdowns can have on the long-term growth of an investment portfolio. We therefore develop and implement investment strategies specifically geared toward our client’s unique investment goals as well as their tolerance for risk.

STRATEGY DIVERSIFICATION

Our approach is based on using varied strategies to help minimize downside risk. While each of our strategies has its own methodology, our main goal is to avoid large-scale losses. We believe that diversification across multiple risk-controlled strategies helps manage wealth for both performance and protection.

RISK-MANAGED STRATEGY

In attempting to avoid large losses, we utilize strategies that emphasize low correlation to broader volatile market activity, whether through hedged equity with the use of protective options, tactical strategies to dynamically adjust to market conditions, or other risk management practices.

 

Social Security

Do you know the right time to draw your Social Security benefits? Are you married, divorced, or widowed? What if you are still working? The Social Security Administration can help me design a plan for drawing my benefits correctly, right?

Are these questions that have crossed your mind, or do you simply have questions and do not know where to turn? Our advisors can discuss the Social Security System and how it works for you. How the system has changed and what changes are expected in the future. How it can be used as an asset in planning for retirement income and what specific benefits should be considered if you are married, divorced, or widowed.

Do not let one of your best retirement assets slip through your fingers. Ask how we can help make your asset more advantageous to you.

 

Insurance Services

Insurance products can vary greatly from company to company. There is no such things as a "one size fits all" product in insurance planning. We shop a wide range of providers to find the right product to fit your needs.

We offer life insurance, long-term care insurance, and hybrid accounts that offer a variety of benefits that can be customized to meet your specific needs.

 

NC State Employees

Are you looking for an advisor that is fluent in the process and procedures that face a state employee planning for retirement? We have worked with North Carolina State Employees and their families for over 25 years.

We understand the retirement programs that are offered by the state and can help you calculate your benefits for retirement. We keep up to date with the latest changes that Raleigh implements and understand how they will affect you. As well as the state pension plans we are able to assit you with all supplemental programs offered to state employees. Whether you are in your first year or you last year, let us help you understand how your benefits work.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Past performance is not a guarantee of future results. No portion of the content should be construed as an offer or solicitation for the purchase or sale of any security. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital.