There Is Strength In Numbers
Calandra Financial Group, LLC is proud to announce our new partnership with FormulaFolios and AssetLock.
Your financial future doesn’t have to be complicated. It’s simple when you work with a financial advisor that is using a clear methodology to produce the results you are looking for.
We are excited to be working with an industry leader to provide better investment management. FormulaFolios and AssetLock make it easier for clients to save and invest, to monitor and help protect what people have worked an entire lifetime to accumulate.
The cornerstone of a great financial plan is a sound investment process. At FormulaFolios, it is believed that using smart formulas to help automate good decisions, while simultaneously avoiding bad ones. Each decision our portfolios make is based on proven, academic research. We’ve structured three specific processes to enhance your experience:
Customized Asset Allocation
Money Manager Selection
Tactical, Ongoing Asset Management
AssetLock is designed to help protect your gains, so you can help protect your future. We are the exclusive provider of AssetLock technology in Metro Atlanta. AssetLock is a revolutionary way to monitor your portfolio and invest with confidence. We believe this combination is a Smart and Secure approach.
Each day, AssetLock tracks your portfolio relative to your all-time high watermark value. Based on your unique risk profile, you’ll also be tracking your AssetLock Value. This value becomes the “exit button” for you portfolio, allowing you to invest with confidence and always know the limit your portfolio might decline before being fully removed from the markets.
Since the AssetLock Value is updated each time your portfolio reaches a new all-time high, you’re also creating a new (and higher) AssetLock Value. With FormulaFolios and AssetLock, you’ll always know the answers to the two most important financial questions:
What do I have?
How am I doing?
This is communicated through daily alerts of new all-time highs, weekly financial summaries and simple, easy-t0-read quarterly performance reports. When working with FormulaFolios and AssetLock, you’ll notice a difference.
No one knows what tomorrow may bring, but we do know that having a plan can make all the difference. We think you deserve the best plan possible. Don’t you?
Call us today to learn more or visit www.formulafolios.com and www.assetlock.com