About Fitts Financial Strategies
Fitts Financial Strategies, LLC offers a comprehensive array of financial products and services tailored to individual clients' needs and objectives. As an independent practice, our decisions and recommendations are based on what is in the best interest of our clients - not on promoting certain products or investments.
Our thorough analysis of a client's resources, circumstances, needs, and goals is the basis for a customized investment plan and strategy. Your personalized investment plan will be designed to address the goals and concerns most important to you, such as building toward a comfortable retirement, providing for your children's or grandchildren's education, planning your legacy. We will develop carefully designed estate planning strategies, attempting to maximize potential tax advantages, and selecting appropriate insurance policies.
Investments and Portfolio Strategy
Using proven principles of strategic asset allocation combined with timely tactical overlays, Brad designs customized portfolios using stocks, bonds, and other investments. This allocation is geared to the individual client's goals, risk tolerance, time horizon, and stated objectives and is periodically reviewed.
Risk Management Strategies and Insurance (Estate Planning Strategies and Asset Protection Strategies)
Brad believes managing financial risk is the core of contingency planning. To help ensure that clients are well-prepared for the unexpected, Brad evaluates existing risk management strategies and, as needed, suggests insurance products for life, disability, and long-term care coverage.
Asset allocation does not ensure a profit or protect against loss.