Investment Strategies

There are basically 3 types of money:

  1. Liquid/Emergency Money
  2. Safe/Guaranteed Income Money
  3. Managed-Risk /Higher Potential Returns Money

While all three are important, there is no one investment that has all three components of liquidity, safety, and high returns.  We believe that any successful portfolio will have some combination of these three investment qualities.  We use a state-of-the-art Risk Tolerance Test to help you determine how much, if any, risk is right for your portfolio mix –and then review it with you on a regular basis.  One of our most important strategies is creating tax-free income at retirement.