Everyone is different. Understanding you is paramount to helping you navigate through financial waters. What do you care about? What are your concerns? How do you approach your finances? A risk profile analysis helps us determine how to approach those recommendations specific to your situation.
Next, we gather and analyze information regarding your time horizons, Social Security income, and current portfolio. Combined with your risk profile, we formulate a path to get the most out of what you have and what you are doing.
Will you take a hit, or is your portfolio prepared? Our analysis will compare your current portfolio to our suggested plan. Our RAISE 360 portfolios are designed based on your risk profile to help limit large losses through full market cycles to ultimately extend your retirement resources.
Brookstone’s Risk Appropriate Investment Strategy Evaluation (RAISE) models endeavor to capture market upside while limiting large losses during market downturns. Learn more about the RAISE models on our subsequent pages.
“It’s not what you earn; it’s what you keep!” We’ve all heard that before. We’ll show you what you can net, including fees. Net Financial strives to keep costs and fees down. We have a low annual wrap fee for securities investing and offer fixed indexed annuities, which may be a beneficial addition to your portfolio.
Understanding, analysis, protection, performance, and real results are what we strive for at Net Financial. We will only move forward if we know we can improve your financial situation. As a fiduciary, we are obligated to do so. As a caring and principle-centered advisory firm, it is the only way we do business.