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Customized Portfolio Construction & Risk Management

At Independence Money, we understand that every client's financial situation is unique. Our approach to portfolio construction and risk management is designed to tailor investment strategies that align with your personal financial goals, risk tolerance, and long-term objectives. Our mission is to build and protect your wealth, ensuring a resilient financial future.

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Personalized Strategy Development

We begin by conducting a comprehensive analysis of your financial situation, including your current assets, liabilities, income, and future aspirations. This deep understanding allows us to craft a customized investment strategy that is uniquely suited to your financial goals and risk tolerance.

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Diversified Investment Selection

Diversification is a cornerstone of our investment philosophy. By spreading your investments across a variety of asset classes and sectors, we aim to minimize risk and maximize potential returns. Our diversified portfolios may include stocks, bonds, mutual funds, ETFs, real estate, and alternative investments, all carefully selected to align with your financial objectives.

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Income Yield Focus

Your career has provided you with a regular paycheck, and your retirement plan should do the same. Our financial planning software details each investment’s income yield, ensuring you know exactly where your retirement paycheck comes from. This focus on income yield provides stability and predictability in your financial planning.

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Proactive Risk Mitigation

Protecting your wealth from market volatility and unforeseen events is a top priority. Our risk management strategies include asset diversification, hedging techniques, and insurance solutions. These measures are designed to safeguard your financial future and mitigate potential risks.

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Why Choose Independence Money for Portfolio Construction & Risk Management?

Our investment strategies are customized to meet your unique financial goals and risk tolerance. Our team of experienced advisors actively manages your portfolio, ensuring optimal performance and risk mitigation. We believe in maintaining open and transparent communication with our clients. You’ll receive detailed reports on your portfolio’s performance and regular updates to discuss your financial goals. Nathan works directly with his clients on investment management, financial planning, and client reviews, providing a personalized experience without handing clients off to a junior advisor.

We work to

Reduce
Liabilities

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Reduce your tax liabilities in current and future years through tax diversification.

Maximize
Deductions

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Implement advanced strategies to create large tax deductions, tax credits, and eliminate unrealized capital gains on investments and real estate.

Triple
Protection

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Create assets and investment income streams that are Triple Tax Protected™ (TTP). TTP income means you don’t pay taxes on growth, on income you spend, as well as being income tax-free when passed on to your heirs.

Asset

Protection

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Ensure your assets are safe from predators and creditors.

Owner

Benefits

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Provide retirement benefits and tax strategies for entrepreneurs and business owners.

Expert

Coordination

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Coordinate with CPAs and Attorneys to provide comprehensive support.

WHAT SETS US APART?

In a sea of financial advisors, Independence Money distinguishes itself through straightforward honesty and a deep commitment to our clients' best interests. We are an independent, fee-based fiduciary firm, which means our advice is always unfiltered and aligned solely with your financial goals.

Learn More About Us

Have any Questions?

We are here for you

Feel free to reach out, we are happy to answer any questions you may have.


(970) 233-2219
nathan@independencemoney.com

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