Principles and Process
Retirement is about
managing Risk
Risk is managed by focusing on two key strategies:
-
Capital Preservation - Minimizing investment losses to your individual comfort level.
-
Covering core expenses with guaranteed lifetime income.
These strategies are achieved through conservative, active money management and specialty insurance products.
7 Principles of a HEALTHY Retirement Plan
-
Avoid large losses - use the 5%-10% rule.
-
Minimize Fees.
-
Significantly reduce volatility.
-
Earn a reasonable return rate.
-
Manage Taxation.
-
Generate "Certain Income" from your assets that will last for as long as you live, not "Maybe Income" that could end at any time.
-
Have a Written Retirement Income Plan.
"If past history was all there was to the game, the richest people would be librarians" - Warren Buffet
Investment Advisor Representative
We are very happy to have our own staff Investment Advisor Representative, Judah J Sworney.
Judah works with a number of investment offerings to achieve a secure retirement by limiting the risk exposure of our clients nearing or in retirement. But, he also has access to growth oriented investments for clients with a longer retirement horizon.
Elevated Capital Advisors, LLC
Our investment advisor services are offered exclusively through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor.
Elevated Capital Advisor with $450,000,000+, in partnership with a CIO team managing $25B, of managed capital is small enough to offer personalized attention and large enough to offer a wide range of investment offerings independently selected.
Ensures compliance and regulatory processes are enforced to the highest standard.
Fiduciary Responsibility
Means we are duty bound to do what is in your best interest. However, we take it a step further, we prove that our plans are focused on your objectives alone and then we put our proof in writing.