Our Story
With two decades of experience creating financial strategies for my clients, I specialize in financial planning and portfolio management in the areas of:
⋄ Retirement Income & Distribution Planning
⋄ Asset Allocation and Investment Management
⋄ Inter-generational Wealth Transfer Planning
RETIREMENT INCOME & DISTRIBUTION PLANNING
We provide planning services to affluent individuals, families, and small businesses, helping to address key issues, including:
⋄ Risk
⋄ Taxes
⋄ Inflation
We not only manage the investments, but also manage the strategy, developing a plan designed to help make your retirement income:
⋄ Predictable
⋄ Sustainable
⋄ Increasing
PERSONAL PORTFOLIO MANAGEMENT
⋄ Customized, individual portfolio management, because every client is unique.
⋄ Strategic, Tactical, and Formula-Based investment selection, because a single method isn't always the best.
⋄ Asset Management based on your goals, not an arbitrary index, because your goals are our benchmark.
INDEPENDENCE
⋄ We are truly independent, not owned by a bank or insurance company, with no proprietary "in-house" investments or quotas!
For more information, online tools and video presentations, please visit:
www.RetireWithAPlan.com
Also visit www.cuefinancial.com and www.securitiesamerica.com.
Jeff Murphy is a Registered Representative offering securities through Securities America, Inc., Member FINRA and SIPC. Investment advisory services offered through PFG Advisors, LLC, an SEC Registered Investment Advisor. CA Insurance Lic. #0B59087. CUE Financial Group, PFG Advisors, and Securities America are unaffiliated. Office of Supervisory Jurisdiction at 3200 N. Central Ave., Phoenix, AZ 85012.
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