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Investment Strategy

Let our knowledgeable investment professionals handle your portfolio while you focus on living life today.

Asset Allocation

Diversification is the key to building a portfolio that will fit your needs and help you feel comfortable in retirement. Our team will work closely with you and your family to determine the best path forward based on your personal risk tolerance.

* Asset allocation is an approach to help manage investment risk. Asset allocation does not guarantee against investment loss. Diversification does not ensure a profit or protect against a loss.

In troubled economic times, investors need a tactician on their side to make strategic portfolio adjustments. The asset managers and automated systems of Four Oaks Financial work in tandem to help provide downside risk oversight in the event of an economic downturn.

 

Asset Location

Leverage our knowledgeable financial advisors to identify tax-advantaged locations for your assets. We invest in a variety of options, including tax-exempt, tax-deferred, and trust accounts to name a few.

 

Taxable Savings Strategy

There are a variety of methods for lowering your tax bill, although they’re typically leveraged through the year. We strive to look into many methods, such as health savings accounts, retirement plan contributions, setting aside funds for your child’s education in a 529 plan, or itemizing deductions to ensure you get the most potential deductions.

 Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice.

Find out how we can help build your portfolio.