Management of Investment Risk Is Critical
By Gerald Robinson, CFP® The truth is that all investments involve some degree of risk. Understanding and managing those risks with solid risk management strategies is key to helping investors move toward their financial goals and make wise decisions. Over my 25 years...
Unlocking the Benefits of a 401(k) Plan for Small Business Owners
By Joey Biggerstaff, CPFA®, CRPC™ For small business owners, offering a 401(k) plan isn’t just a benefit for your employees—it’s a strategic move that can help you pursue your ideal financial future while also attracting and retaining top talent. Partnering with...
Mid-Year Market Update: Buckle Up for Change
By Gerald Robinson, CFP® Investing is never completely straightforward. However, a close look at the current mid-year market update shows us that even for seasoned investors, things are (probably) going to be a little turbulent for a while. If you’ve been in the game...
How I Helped My Client Grow $5,000 Into $1 Million
By Gerald Robinson, CFP® Since I began working in financial services around 25 years ago through my current tenure at LightForce Financial, it’s been personally rewarding to help so many people and families build financial confidence. Although there are many more...
Accelerated Inheritance: My Favorite Tools to Pass Money Down Now Instead of Later
By Gerald Robinson, CFP® Over the years of creating financial plans for my clients, I stumbled upon a fascinating trend. Some of them, despite having a sizable income and assets to fulfill their retirement goals, ended up passing away with a significant sum of money....
The Advantages of Roth IRAs vs. Traditional IRAs
By Gerald Robinson, CFP® At LightForce Financial, our services are designed to craft a customized plan that both accounts for the cost of taxation in future years, and also optimizes your available sources of income. The advantages of the Roth IRA perfectly exemplify...
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice. Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website, https://adviserinfo.sec.gov/firm/summary/164109. Past performance is not a guarantee of future results. Diversification and asset allocation do not ensure a profit or guarantee against loss. Registration with the SEC does not imply a certain level of skill or training.
