Seeking Absolute Return
Absolute Return strategies aim to generate positive returns every year, regardless of the direction of the capital markets, rather than trying to beat a benchmark like the S&P 500 Index. What good is it really to beat the S&P 500 by 10% in 2008 when the S&P 500 lost 37%? Some Absolute Return strategies actually seek to capitalize on the very volatility that makes buy/hold investing so problematic in Secular Bear Markets like the one that began in March of 2000. Historically, Absolute Return only been available to very high net worth and/or institutional investors. Secure Money’s mission is to make Absolute Return strategies available to individual investors, through their trusted advisors, around the country.
San Antonio Financial Services
To develop a financial plan for your future, it’s important for your financial advisor to see a complete, 360 degree view of your financial picture, including how your retirement assets are integrated and work with one another. If necessary, we can refer you to tax professionals or attorneys in our network to advise you on specific aspects of your financial plan.
At Secure Money Strategies, we offer or can refer you to professionals providing the following services:
Asset Protection and Growth Strategies
Income and Estate Tax Reduction Planning
IRA, 401k, 403b, 457, etc. Specialists
Retirement Income and Lifetime Income Planning
Estate and Legacy Planning
Insurance Strategies including Life and Long Term Care Insurance
Charitable Giving Strategies
To schedule a time to discuss your retirement future, contact us at [email protected] or call us at 210-293-1893.
Secure Money Strategies does not offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters.