You’ve worked hard and saved hard. Whether you’re accumulating money for retirement or ready to retire, our investment advisory services use a powerful and proprietary investment process called Defined Outcome Investing.
In our opinion, your likelihood of success is significantly increased through a combination of institutional investments, specific objectives, and creating clear upside and downside parameters.
Many financial professionals can talk to you about your investments. That’s not hard to find. But most financial professionals and personal retail accounts simply don’t have access to the investment resources our team has.
Each investment strategy and money manager added to our platform passes a strict set of criteria prior to approval including:
– Russ Hodgson, CFP, Principal of Advanced Retirement Strategies
When you’re saving money for retirement, the primary objective is generally growing your money. If that is your primary focus, we have powerful investment advisory services to assist you.
As you approach and transition into retirement, your objectives can easily become much more confusing. Generally, some money needs to be allocated for income and some for growth. Additionally, there are a myriad of other opportunities to consider. For example, how will you pay for long-term medical expenses such as a nursing home or assisted living. How will you minimize taxes and not run out of money. How will you preserve and protect your capital during down markets.
We can help you understand and define your financial goals and then create an investment portfolio around the various outcomes you would like to achieve. This approach can be radically different than saving or investing money through a 401(k) or 403(b) at work.
Broken. Outdated. Inefficient.
We’ve worked with hundreds of clients through up and down markets. This isn’t our first rodeo. During downturns, our phone doesn’t ring off the hook with worried clients. Instead, clients are proactively invested according to their timeline (short-term, mid-term, and long-term) and risk tolerance. During retirement, your investments must also match your income plan, which describes where and when you’ll pull retirement income.
Some clients are very conservative and want to preserve and protect their assets at all costs. Some clients are more aggressive and want to pursue market gains, even if they take on more risk. As fiduciaries, we work with you to position your investments according to the outcomes you would like to achieve.
We’re not here to push our agenda but rather to understand where you want to go and then give you a variety of investment or insurance solutions that may work for your specific situations.Our process is low-key, educational, and collaborative.
Whether you’re currently retired, or are planning to retire within the next few years, our network, technology, and experience can likely not only increase your year-over-year returns, but also lower your risk and taxes at the same time. To get a feel for whether we’re in a position to really help you, we would invite you to schedule a complimentary, no-pressure, no-obligation discovery meeting with one of advisors. This meeting is no charge and allows us to get to know each other.
Request a free forensic portfolio analysis to find areas to increase returns and decrease your risk.