Many of our clients rely upon their monthly investment income to supplement their social security and pensions. Income is our name, so we work hard to develop a consistent monthly income from their investments in the form of interest and dividends. While in the distribution phase, "mailbox money" generate from client investments is delivered each month on the exact days our clients specify.
** Dividend distributions are not guaranteed and can be reduced or interrupted by a company's financial conditions with little or no prior notice.
Select Equity Strategies
We recommend keeping a portion of the client's money in cash to allow clients to take advantage of potential trading profits when the opportunity arises. We consider this a better strategy than committing all of your money to long-term mutual fund portfolios. Selecting when and where to invest in the equity market means that you're only invested when the risk-reward relationship make sense.
Some prefer to preserve their capital with a focus in bonds. We search for discounted bonds to satisfy this need. Bonds are subject to interest rate risk that may cause the value of bonds to decline as interest rates rise, market risk that may result in decreased demand and lower valuations, liquidity risk that may cause the sale of some bonds to be delayed, and default risk that may affect a bond's credit rating and cause the value to decline.
Estate and Tax Planning
Working with trusted professionals in the industry, we strive to make sure our clients keep more of their hard earned money. We also work to ensure that the wealth our clients have created is passed on to future generations. We make sure clients who want to leave a legacy or create a foundation have the resources and expert advice to make those goals a reality. Reasonably priced wills and medical directives are also part of a well-rounded financial plan.
We always recommend our clients utilize Life Insurance for income replacement over their income producing years. Where appropriate, we also help business protect each other Key Man insurance and the necessary buy-sell agreements in place. We prefer our clients to protect their assets by utilizing Long Term Care Insurance to make sure that ongoing medical costs do not invade their investment assets. Partnering with an insurance brokerage firm allows us to select from over 80 companies who are competing for your insurance business. This allows us to offer coverage from the best companies at the best prices available.
Smart Portfolio Management
"Get the financial help you deserve.”
Income Portfolio Strategies, LLC
3300 S. Broadway, Ste. 205
Tyler, TX 75701
Call : (903) 509-2289
Securities offered through LaSalle St. Securities LLC, a Registered Broker/Dealer and member of FINRA/SIPC.
Advisory services offered through LaSalle St. Investment Advisors LLC, a Registered Investment Advisor affiliated with LaSalle St. Securities, LLC.
Income Portfolio Strategies LLC is not affiliated with LaSalle St. Securities LLC or LaSalle St. Investment Advisors LLC. FINRA: www.finra.org. SIPC: www.sipc.org