Straight Forward Advice & Strategic Planning

In just the last decade, we've witnessed rampant market swings from bull markets to bear markets and back again. If there's one lesson that's been reinforced, it's that you need a plan designed to weather any type of market or economic environment.

The rampant market swings are not the only reminder of the importance of a good financial plan.  Thanks to new prescription drugs and medical technology, people are living longer than ever before. Accompanied with longer life is the greater possibility of outliving your savings - all the more reason to develop a strategic plan that continues to work for you regardless of your life circumstances and the market environment.

At Caliber Investments we are determined to give pre-retirees and retirees straight forward advice that will help them plan for the future, reach their goals and make the necessary decisions to handle the tough challenges they may face throughout retirement.

For over 15 years we have worked to help people just like you avoid making costly mistakes and plan for the future. We can potentially help you lower your tax bill, help increase your diversification, manage your estate, and potentially reduce risk and fees within your portfolio.

 

Consider these three components of a comprehensive financial plan:   

  1. Wealth Accumulation
  2. Risk Management
  3. Spend/Enjoy

 

Note:  Diversification does not ensure a profit or guarantee against loss; it is a method used to manage risk. 

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Check the background of this financial professional on FINRA's BrokerCheck