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Retirement & Estate Planning

375 E. Horsetooth Rd Building 6 - Suite101
Fort Collins, CO 80525
Phone:
  • (970) 672-8072

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A Good Strategy Beats Performance

Managing risk is key to protecting your Retirement!

You want your portfolio to grow; but how much growth are you really expecting and is it a realistic goal based on the amount of risk you are willing to take. The foundation of your portfolio must be based on your tolerance and understanding of RISK associated with your investment choices!

As a fiduciary, it is my responsibility to understand the order of each client's priorities and create a strategic portfolio in accordance with those objectives. Creating realistic expectations of risk and reward are key to a healthy relationship between client and advisor. A well planned strategy, that performs in accordance with my client's expectations has kept my client's happy for more than a decade.

 I take great pride in listening to my clients as well as educating them so that not only do I understand their priorities and objectives but that they thoroughly understand the opportunity vs. the risk elements in every investment decision we make. 

Call or e-mail me personally to discuss any questions you may have about your investment choices or to schedule a free consultation to review your retirement plans with no obligation.


Let's talk.

Myles O'Reilly
970-672-8072
myles@strategic4u.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck