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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

Investment Planning Services & Strategic Investing

Investment Planning Services

The "PERFECT" Investment Strategies
Investing can be a complex world. Have you ever wondered what the “perfect” investment would be? From time to time we’re asked “what’s the perfect investment strategy?” The trouble is that there isn’t ONE perfect investment strategy. EVERY investment has imperfections. Anybody who tells you otherwise isn’t telling the truth.

If it did exist, what would the perfect investment strategy look like?

  • Safe. The perfect investment would never go down in value, right?
  • Unlimited growth. The perfect investment would grow like crazy, right
  • Liquid. The perfect investment would always be liquid and available to us, right?

Unfortunately, investing is not perfect, and no such investment exists. If we want to minimize risk, we have to give up some growth. If we want liquidity, we may need to give up growth potential or increase risk. These areas in investing are known as your investment strategies, and incorporate the following investment options:

  • Managed Investment Accounts
  • Exchange Traded Funds
  • Stocks
  • Investment Bonds
  • Money Markets
  • Annuities
  • Certificates of Deposit
  • Unit Investment Trusts
  • Mutual Funds Investment
  • Retirement Investment

Strategic Investment Advisors

As an independent advisory firm, our number one focus is our clients. Our goal is to help our clients work toward their financial goals. We choose to be independent because it affords us the ability to have access to a multitude of different investment strategies and investment management firms that are designed to help our clients work toward achieving their goals.

One of those investment management firms is a company by the name of USA Financial Formulas. As we go through the financial planning process, we may identify that Formulas will be a good fit for a portion of your portfolio. The investment strategies developed by Formulas are based upon a concept they refer to as formulaic trending. Simply put, the investment decisions made are based strictly upon formulaic criteria, rather than “a hunch.” In addition, they seek to identify trends that may be taking place in the stock market and economy. This helps to guide the investment decision making process.

The video below shares the basic philosophy of this investment firm.

Formulas® is an SEC-Registered Investment Advisor. SEC File No. 801-67442. SEC Registration does not imply a certain level of skill or training. You should only invest in Formulas upon receiving and reading the Formulas® ADV.
Remember: EVERY investment has imperfections. We welcome the opportunity to sit down with you to discuss your situation individually. Call us today for your free appointment! 530-672-1703, or email,

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