308 Harper Drive
R4® structures and manages investment portfolios with a focus on risk mitigation.
Provide some protection from unnecessary asset erosion and any decrease in purchasing power (inflation)Generate an achievable cash-flowPosition assets so they aren’t outlivedAccommodate any desired legacy planning
*Back tested results do not represent the results of actual trading using client assets but are achieved by means of the retroactive application of an investmentprocess that was designed with the benefit of hindsight. There is no guarantee that back tested results can or will be achieved. This material is forinformational/discussion purposes only. This is not an offer to buy or a solicitation of an offer to sell securities. There is no guarantee the product will achieve it'sobjectives. Risk Management is an attempt to manage risk but does not imply low risk.