Capital Retirement Planning, LLC in Round Rock
Capital Retirement Planning focuses on creating lifetime income and tax-saving solutions for retirement. Establishing guaranteed sources of income is a critical foundation made all the more necessary due to increased life expectancy. Managing equity positions using a risk-management approach is also a critical component for those wanting to accumulate retirement funds, enjoy their retirement years, and create peace-of-mind.
Disclosure: Insurance products offered through Capital Retirement Insurance Planning, LLC and underwritten by unaffiliated insurance companies and is intended for residents of Texas only. Capital Retirement Planning, LLC is s Registered Investment Advisor in Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Opinions expressed are solely those of Capital Retirement Planning, LLC and Danny Holder, CFP®. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other websites are provided for your convenience, but Capital Retirement Planning, LLC is not responsible for the content or accuracy of those websites. This web site presents general concepts that may or may not be appropriate for your circumstances, is for informational purposes only and is not an offer to buy or sell securities. Tax or legal advice is not offered – please consult with a professional in these areas for final advice or recommendations. Follow-up and individualized responses to persons that involve the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with investment adviser and investment adviser representative registration requirements. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including investment and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this letter will be profitable or equal to corresponding indicated performance levels. No client or prospective client should assume that any information presented and/or made available on this website as the receipt of, or a substitute for, personalized individual advice from the advisor or any investment professional. No graph, chart, formula, or other device discussed on this website can, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell securities, or assist persons in making those decisions.
What's your risk number?
One of the most important things you can do as an investor can do is define how much risk you are willing to accept, and then design a manage a portfolio that is fitting. We provide a free tool to analyze your appetite for risk. Click on the link below and answer a few questions to better understand the amount of risk that's right for you.