S4 EP 2 | Balancing Conservative and Aggressive Strategies for Financial Security

Written on July 13, 2023.

In this episode of the Peak Financial Freedom Show with Jim and Dan, they discuss the importance of balancing conservative and aggressive investment strategies to achieve financial security.

They emphasize that individuals with a substantial amount of core assets can afford to take some risks with a smaller portion of their portfolio. For example, someone with three million dollars of assets may consider being risky with 300,000 dollars, which may not significantly impact their overall plan or financial security.

Jim and Dan explain that their firm specializes in creating customized plans to address various financial objectives, helping to alleviate retirement worries. They highlight the significance of having a well-thought-out plan to achieve financial freedom. Additionally, they provide transparency by clearly outlining both direct and hidden fees to their clients. By realigning assets in a strategic manner, they project significant fee savings for their clients, with potential savings of over 400,000 dollars in fees over a 20-year period.

Tune in to the Peak Financial Freedom Show with Jim and Dan, Sacramento’s retirement television, to learn more about securing your financial future.

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2019(1), 2020(2), 2021(3), 2022(4), 2023 (5) and 2024 (6) Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, 2021, 2022, 2023 and 2024 Five Star Wealth Manager Awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a California Registered Investment Advisor. Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA Insurance License #0N14013). Peak Financial Freedom Group LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG Insurance Agency LLC (CA Insurance License #0732913).

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