Maverick Financial develops the Investment Strategy portion of your financial plan on several principles. Based on your financial plan, we develop an investment strategy taking into consideration your risk tolerance as determined by your answers to multiple hypothetical investment scenarios.
Your investment strategy is tailored to you specifically and your financial plan is adjusted accordingly as your plans change or the markets react.
You have heard of the importance of diversification, it is also important to advance into an asset allocation-based strategy, potentially utilizing diverse investment strategies for each of your goals. This approach allows us to create varying levels of risk so that you do not take on more risk than is necessary.
Non-qualified accounts or taxable accounts are managed with tax consequences in mind. Specific strategies include tax loss harvesting, avoiding wash sales, managing dividend reinvestment, and more.