A Better Way Financial

Empowering Your Dreams

Investment Management

At A Better Way Financial, we take a highly tailored approach to managing your investment portfolio. After all, your retirement is unique to you and requires a unique approach. That is why we take the time to sit down with you and determine your goals, assess your risk tolerance, and investigate several financial tools to help determine what is right for you. There is no one size fits all approach.

We believe that investing does not have to be hard, but it is important to get it right. There is no worse time to lose your money to a bad investment than during your retirement.


Asset Allocation Analysis

After reviewing a series of questions with you that assess your risk tolerance, we provide an analysis of what your risk tolerance is related to the market and your investments. We determine how best to reach your financial goals while staying within your risk tolerance. Once your goals are set, your risk should be adjusted accordingly.


There are many different strategies that may be used when it comes to investing in the markets. Two of the most common are the buy and hold strategy and emotional investing.

The buy and hold strategy is when you invest in the stock market and simply let it ride with the ups and downs. This is great when the market is going up, but not so much when it is going down.

Emotional investing is by far the most commonly used strategy, and also the most challenging strategy to use when investing money in the stock market. Everyone knows you should buy low and sell high. So obviously that is what everyone does, right? Wrong! Too often people invest with their emotions. They buy into the hype when a stock is at its highest and then get scared and sell as it comes crashing down and they see their hard-earned savings flying out the window. There is no worse time to lose your savings then in retirement!

We believe there is a smarter way to manage your market-based investments. At A Better Way Financial, we utilize computer algorithms that are constantly tracking and analyzing market indicators to predict movements in the market. These algorithms can help buy and sell at calculated times to try to capture gains and minimize drawdowns.


For those who currently have retirement plans through their employers, we analyze those plans and make fund recommendations most appropriate for those approaching retirement.


At A Better Way Financial, we care deeply about your financial success. We know that to be successful, it is essential to continuously assess your investment strategy. That is why we work with you to review your investments and discuss your current and future allocations on an ongoing basis. Together, we thoroughly review your current plan, and if any changes would improve your plan, we take the appropriate, timely actions. Working with our team is like having a family member in the business who you can go to for advice on anything that has a dollar sign associated to it.


Discover more about your investment options today!

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