Retirement Planning

Preserving Your Assets, Protecting Your Future

As you move through the stages of your life, one of the biggest transitions occurs around the time you retire. Up to that day, your investment outlook has been on accumulating assets, known as the accumulation phase. When you retire you transition into the withdrawal stage, meaning you must begin withdrawing some of your assets.

Whether you are rolling over a 401(k) or turning a family business over to the next generation, you need a retirement planning expert who understands the changes in your life and can help you navigate through them.

At Dempsey Lord Smith, LLC, we provide the personal attention of a small firm while offering access to the same universe of investment vehicles provided by larger institutional firms. We deliver independent research without the conflicts of interest involved in selling proprietary products. We will:

  • Build a retirement portfolio suited to your income needs
  • Minimize your expenses including tax payments
  • Limit your exposure to market risk
  • Rebalance your portfolio regularly
  • Keep your finances flexible amid a changing economy
  • Maintain regular contact with you

Dempsey Lord Smith, LLC utilizes tactical asset allocation, traditional investments, and alternative investments with the goal of preserving and growing your assets while minimizing market risk.


© 2017 Dempsey Lord Smith, LLC | 901 N Broad Street Suite 400, Rome, GA 30161 | All rights reserved
P: 706-238-9575 | F: 706-238-9578 | jerry.dempsey@dempseyi.com |
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