Call: 385-900-8137 Schedule a Strategic Goal Session for your complimentary report.
We custodian our assets through Interactive Brokers and Betterment. Our custodians allow us to give the best options for investments, technology and strategies.
We help create the best investment strategy that fits your current goals, future goals, and risk. We will create a diversified portfolio* together. We can also use tax coordination to make sure your accounts are communicating and working together.
* Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss.
When investments lose value, you can sell them to help offset the taxes that come with income and capital gains. When enabled, our Tax Loss Harvesting+ feature automates this process to help keep your taxes low.
Some portfolios offer strategic decisions on whether or not to be in the stock market, telling us when and how much to invest in equities. (Certain investments with Howard Capital use this strategy).
Designed to be an emotionless and mathematical process driven by market ratios; May move to cash and/or lower risk investments during market declines; Greater capital might be available to reinvest during market advances; Attempts to avoid major market downturns.
It is also our goal to help make sure you are making the right choices within your retirement plan. We have special technology that will help you make choices with the options your company provides.
We will consistently review your portfolio, to help make sure you are in the right place. We will look at asset concentration, and diversification.* We will look at performance and cost. We want to continue to delight you and be available for review. We never want you to say the words, I haven't heard from my Advisor....
* Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.
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