Is my portfolio built for the life I want, or just for a benchmark?
We determine your asset allocation needs, help you understand your risk tolerance and investment goals, then recommend the appropriate combination of investment vehicles.
A portfolio is a tool, not a scoreboard. The right allocation is the one that funds your plan without asking you to tolerate more risk than you can actually live with when markets get difficult.
Allocation first, products second
By determining your asset allocation needs we can help you understand your risk tolerance and your specific investment goals. Once we have done that, we recommend the appropriate combination of investment vehicles with the aim of helping you pursue your goals.
Risk tolerance discussed in plain language, not scored on a form and filed
Allocation tied to the income the plan needs to produce
Asset location considered alongside asset allocation
Ongoing management before and during retirement
Unbiased advice on where things sit
We coordinate the accounts you hold elsewhere into the same picture, because an allocation is only accurate if it includes everything.
Questions
About investment management
Have a different question? Ask it directly and we will give you a straight answer.
We plan around your full picture, including outside accounts and employer plans. Where accounts stay where they are, we still factor them into the allocation so the overall risk is what you think it is.
Allocation is what you own. Location is which type of account you own it in. Getting location right can change your after-tax result without changing your investment risk at all.
Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.
