Strategy Asset Managers, LLC.

Strategy Asset Managers, LLC. Strategy Asset Managers, LLC (“SAM”) is a boutique asset management and financial services firm that specializes in proprietary separately managed accounts.

The first part of retirement planning is knowing what you want to do. Want to bike across Europe? What’s your dream? Let...
09/30/2021

The first part of retirement planning is knowing what you want to do.

Want to bike across Europe?

What’s your dream? Let’s create a retirement plan to help you get there. Call us!

Planning for retirement? Be sure to plan for inflation.Let's talk about how inflation might impact your retirement incom...
09/28/2021

Planning for retirement? Be sure to plan for inflation.

Let's talk about how inflation might impact your retirement income, and what you can do about it.

Some investors may want to be more attentive to the risks of inflation than others

The first part of retirement planning is knowing what you want to do. Want to celebrate more often with family and frien...
09/23/2021

The first part of retirement planning is knowing what you want to do.

Want to celebrate more often with family and friends?

What’s your dream? Let’s create a retirement plan to help you get there. Call us!

Based on a recent survey, 45% of people don't know that if they file early for Social Security (starting at age 62), the...
09/21/2021

Based on a recent survey, 45% of people don't know that if they file early for Social Security (starting at age 62), their monthly benefit amount will not go up when they reach full retirement age: https://bit.ly/3zbGxSh

Let's talk about your retirement plan.

The first part of retirement planning is knowing what you want to do. Dreaming of Tuscany? What’s your dream? Let’s crea...
09/16/2021

The first part of retirement planning is knowing what you want to do.

Dreaming of Tuscany?

What’s your dream? Let’s create a retirement plan to help you get there. Call us!

According to this survey, the No. 1 fear Americans have about retirement is having a lack of income, with 87% saying tha...
09/14/2021

According to this survey, the No. 1 fear Americans have about retirement is having a lack of income, with 87% saying that this scares them.

Preparation can reduce retirement fear. Let’s talk!

Although (almost) no one wants to work forever, not everyone looks forward to retirement -- in fact, some people dread it. A recent survey conducted by Zety found that 40% of Americans actually fear...

Happy Grandparents Day!
09/12/2021

Happy Grandparents Day!

We will never forget.
09/11/2021

We will never forget.

The first part of retirement planning is knowing what you want to do. Want to spend more time with your grandchildren? W...
09/09/2021

The first part of retirement planning is knowing what you want to do.

Want to spend more time with your grandchildren?

What’s your dream? Let’s create a retirement plan to help you get there. Call us!

Enjoy your Labor Day holiday!
09/06/2021

Enjoy your Labor Day holiday!

It’s the start of a long Labor Day weekend, what plans are you cooking up?
09/03/2021

It’s the start of a long Labor Day weekend, what plans are you cooking up?

Healthcare, retirement solvency, inflation and many other lifestyle expectancy concepts are at the forefront of many old...
09/02/2021

Healthcare, retirement solvency, inflation and many other lifestyle expectancy concepts are at the forefront of many older adults’ mindsets now. Not only this, but younger generations and creatives from all walks of life can benefit from some forethought when it comes to planning for the later years in life.

How much do you really need to continue your lifestyle?

Address

790 E Colorado Boulevard, Suite 200
Pasadena, CA
91101

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