Beyond The Bottom Line
I've been doing this job for over 25 years and as a team we've helped hundreds of families at every stage of their investing life cycle, regardless of the complexity of your circumstances or the life stage you're at. We likely have deep experience to bring to bear. Not only can we guide you and how others deal with similar circumstances, we can also share with you the probable challenges and solutions you might face. Next. At the Kazak financial group, we believe no one knows the future. Therefore, it's imperative the investment strategies we employ achieve our clients goals regardless of what the future holds for the stock market or interest rates or the economy. You only have one chance to get this right. You don't get to retirement and have a chance to go back and try again. So it's critical that your investment portfolio was based on logic and strategy, not hope and luck. We don't invest our client's assets based on hunches, intuition, or a magic touch that we think we have. Our portfolio models are based on thoroughly researched strategies that have consistently performed well, literally for decades. By focusing on these well disciplined strategies, we saw over the single greatest hurdle that most investors face when it comes to their own hard earned money. And that's their own emotions. Typically, when faced with an investment decision, the two competing emotions are fear and greed without a disciplined strategy. All too often the decision is made by whichever of those two emotions has a firmer grip in our head that morning. By following our disciplined strategies, we remove the emotion from the decision making process and help make better decisions over time. Eventually, all of our clients have the same question for us How much can I withdraw from my portfolio each year without eroding my principal? It stands to reason that we should have the best possible answer to that simple question regardless. When asked. If you would like to tap into our logic and strategy, if you would like our depth of experience and client service to work for you, reach out to us. We'd be happy to hear from you.