Our Services

  • Comprehensive Financial Planning 
  • Basic Financial Planning
  • College Funding Strategies and College Planning
  • Tax-Saving Strategies
  • Retirement Plan Services for Businesses and their Employees
  • Insurance Strategies for Businesses and Individuals

Conditions in the world have changed dramatically over the past decade.  Mathematical imbalances exist almost everywhere and the 2008 Financial Crisis caused by 'too much debt' and 'too big to fail banks' have been addressed via even more debt and even bigger Wall Street Banks.  Our investment services are designed to keep our clients in touch with this difficult new reality and to be prepared to act.  We manage our Client's assets in several ways:

Our 'core' portfolios target clients' long-term goals using diversified investment vehicles that can allow us to alter the risk levels substantially, often with only one or two adjustments. 

Our 'explore' portfolios generally hold stocks of large companies that operate globally and pay dividends.  Against these positions, we may employ strategies that use other instruments from time to time designed to earn extra income on the stock positions.  We also access investments that can provide either diversified or targeted access to other asset classes like energy, agriculture, precious metals and real estate.  

We recommend that most of our clients have account provisions in place that enable us to pick up portfolio protection in the event that markets deteriorate as they did in 2008.

As part of our service, we e-mail periodic Market Updates that we send out when we want clients to pay particularly close attention to both the markets and their risk tolerances.

Securities America, our Broker/Dealer, is based near Omaha, Nebraska.  Securities America, Inc. has more than 2,200 registered representatives.

 

 

Securities offered through Securities America, Inc., Member FINRA/SIPC and advisory services offered through Securities America Advisors, Inc.  Wealth Coach Financial Services, Inc. and the Securities America companies are not affiliates.  Investments in model strategies may expose the investor to risks inherent within the model and the specific risks of the underlying investment directly proportionate to their allocation. All investments involve the risk of potential investment losses