SPF Advisors Offer Sound Investment Advice

Your SPF investment advisor assists you throughout your entire investment life cycle, whether you are just starting out and saving for a house or a family, planning retirement, or using your wealth to enjoy it! Our advisors have the knowledge, tools and technology to assist you with your investment decisions. We use a disciplined approach to investing that embraces such strategies as asset allocation and long-term investment horizons to help every client develop an investment portfolio to meet his or her own risk tolerance level.

Our financial advisors are happy to review the following areas with you:

  • Risk Tolerance
    Investing may involve some risk, and it’s important to understand how much risk you are taking on. Our advisors will review your investments and help you ascertain that you are not taking on more risk than you are comfortable with.

  • Portfolio Diversification
    Markets and economic conditions change. In most cases, no single investment approach will fit every economic situation. It’s important to have a diversified portfolio that can protect you from the unexpected. Our advisors will review your portfolio with you to make sure your investments are appropriate.

  • Income Strategy for Retirement
    Your Advisor will review with you your income needs and risk tolerance to help create a retirement plan that is in line with your unique financial situation. We understand investing is a big decision and want you to be comfortable with your investment strategy and your dividend and payout options.

  • Long-term Investment Strategy
    Remember your investment horizon timeline. Market volatility is part of the normal process. Don’t let today’s headlines distract you from your long-term goals. Using a variety of communications, our advisors will help you keep your long-term objectives in view, to help you avoid making any hasty decisions.

In the current financial marketplace—a fluctuating stock market and low interest rates—it can be difficult to remain disciplined and committed to your financial goals. However, in turbulent times smart investing is more essential than ever. If you are having concerns about your financial future, let an SPF advisor review your financial strategy with you. During our meeting we can assess your financial objectives, address any concerns that you may have and determine if adjustments to your investment strategy are warranted at this time.

Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (SPF), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not deposits or guarantees of a bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF.