Create Wealth | Defend It™

GETTING STARTED

DETERMINING YOUR INVESTMENT STRATEGY

Our approach to asset management is unique across all strategies in that we employ the principles of tactical and dynamic asset allocation in an attempt to build wealth consistently with reduced risk to your investment capital. We understand that the foundation of our business depends on a high level of trust, reliability and confidence in us as managers, as well as providing a positive value in meeting our clients' financial goals.

 

Get to know what kind of Investor you are...

 

All Season Financial Announcements:

UPCOMING EVENTS 2017

Friday, February 19, 2016

Join Us Wednesday, May 10th 

 

 For

 

Solution Series LIVE!

 

2017 Healthcare Planning in Retirement 

 

This event is appropriate for all ages.

When / Where: 5:00 PM at Our Office 

731 Sherman St. Denver, CO 80203

Refreshments will be served. 

 

RSVP to: kris@allseasonfunds.com


Available Now!

Tuesday, January 19, 2016

Red Sky Report | January 4th, 2017

 

Red Sky Report | December 22nd, 2016

 

MAKING THE TURN

Those in years surrounding retirement (+/- 5), adjusting to reduced income and declining expenses.

Ages (61 to 70)

 

 

Financial

Peak saving years working toward “enough to retire”.  Tax efficient investing, Debt reduction, charitable giving, Pre and post retirement planning, Social security, Medicare, and supplemental healthcare insurance, vacation property or interests.  Settling estates of deceased parents.  Business succession planning, valuation and liquidation.

 

Personal

Highest living standards, home remodeling, vacation property, family reunions, achieving career goals, fountain of youth, friends and family.  Getting children out on their own.

 

Professional Team Requirements

 

Asset Management

Moderate risk portfolio. Termination and Rollover of 401k plans to self directed investment allocations.  Beginning systematic withdrawals as needed to subsidize living expenses post retirement.

 

Recommended Strategies

40% Tactical Equity, 30% Blended Asset and 30% Income strategies

 

Financial Planning

Consolidating investment accounts for effective monitoring and optimizing whole portfolio construction, Review of personal balance sheet.  Cash flow analysis pre and post retirement.  Social Security and Medicare options.

 

Estate Planning

Review and update wills (trusts), predator and creditor protection.  Estate tax planning.

 

Tax Prep and Planning

Annual strategic tax planning and preparation

Call Us
Denver (303) 837-1187

Western Slope (970) 439-2866

 

Email Us