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Our Foundational Principles incorporate Use of a True Asset Allocation Approach. The second most important principle, sums up the advice of the world’s most successful investors in three powerful words: "Don't Lose Money".
Advanced Wealth Management Core Principles Our Foundational Principles help our clients get the big questions right. Getting the big questions right will have the largest impact on your wealth five to ten years from now. The big questions include:
The answers to these questions can help dramatically put the odds in your favor of a very prosperous future.
Conventional advice has led people to believe that in order to get a higher rate of return you must take proportionately higher risk. However, you will find that this idea is not part of the makeup of the world’s most successful investors. If it was, you would see that the most successful and wealthy investors in the world would be the highest risk takers. This is not the case. The most prosperous investors search out investment opportunities that have the risk-reward potential dramatically slanted in their favor.
| Use a True Asset Allocation Approach | A good due diligence process is important in selecting investment strategies. Yet, even the best due diligence process in the world cannot predict the future. Hindsight has 20-20 vision, but peering into the future can often times produce a fuzzy and cloudy picture....read more
These three words sum up the advice of the world’s most successful investors. There are several tools in our tool box towards this end. For some the tool of choice is an account like an indexed annuity or indexed cash value life insurance. For others, it includes some money placed in alternative investments that are... read more |
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Our Wealth Plan team will guide you from where you are to where you want to be. We utilize a comprehensive and simple program that tracks your finances all the way to and during retirement.
“We use proactive wealth and risk management strategies to help grow and protect your family’s wealth.”
Denver Financial Group, Inc
7935 East Prentice Ave., Suite 312
Greenwood Village, CO 80111
Telephone: 303 220-8383
E-mail: team@denverfinancialgroup.com
Securities offered through VFG Securities, Inc., member FINRA & SIPC. Advisory services offered through VFG Advisors, Inc. Neither entity
is affiliated with Denver Financial Group, Inc.
Tax services offered through independent unaffiliated company. Legal services not provided.
Tony Hartman is securities licensed in the following states: CO, WA, WY. Tony Hartman is insurance licensed in the following states: CO, CA, IA.
© 2005-2010 Denver Financial Group, Inc. All rights reserved.