Asset Strategies

Asset Allocation

We help you understand and quantify the lowest amount of risk you should consider taking to accomplish the goals and expectations you have.

Asset Strategies

We help you understand what asset managers and solutions provide the appropriate level of upside potential to help accomplish your goals and expectations.

Tactical Management

We help you select the right balance of enough active management combined with passive strategies without causing excessive or ill-timed transactions.

Next Steps

We encourage you to take the next step and learn more about how our unique tax planning can help you and your family.

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Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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