Exceptional Strategies

to Create Financial Success

A Different Approach to Financial Planning

Three Bucket Investment Strategy

To help our clients achieve their financial goals we utilize strategies that provide increased protection and better financial options during the good and challenging economic periods in their financial journey. We help design and implement a three-bucket investment strategy that helps clients accomplish their immediate, short-term, and long-term goals. This approach helps clients feel confident that their financial goals will not be jeopardized due to challenging market conditions. By implementing a financial plan that has money allocated for life’s unexpected emergencies, reliable income for regular expenses, and investment strategies to help accumulate wealth, our clients have a better sense of peace and security during their financial journey.

Value Investing Strategy

Designing an effective investment strategy is an essential component of creating a successful financial plan. We help our clients implement value-investing strategies that are backed by academic research. Value investing is an investment-based strategy that involves picking stocks that are trading for less than their intrinsic value. Value investing is utilized by some of the world’s greatest investors, such as Waren Buffet, Bill Ackman, and Benjamin Graham. When constructing our portfolios we also utilize the Fama-French three-factor model. The research in Fama-French three-factor model states that over the long term, small companies outperform large companies, and value companies beat growth companies. The studies conducted by Fama and French revealed that the model could explain more than 90% of diversified portfolios’ returns

Asset Protection

Life can change in an instant. A great financial plan doesn’t just focus on creating wealth, it helps protects you and your loved one from the unfortunate and unexpected. We help our clients implement strategies to help protect their wealth from taxation, seizure, legal liability, and other unforeseeable losses. We’re your trusted guide in structuring and managing your assets. We find custom asset protection and structuring opportunities and provide long-term administration, monitoring, and management.

Lee Michael Murphy is a wealth manager and the host of the award-winning financial podcast, The Free Retiree Show.

What Our Clients Receive

  • Cash flow management
  • Portfolio repositioning
  • Value investing expertise
  • Retirement planning
  • Company retirement plans
  • Bucket strategy investing
  • Income Creation
  • Tax minimization strategies

We Help You Achieve Financial Freedom

The best thing about being a wealth manger is that we get the opportunity to see our client’s dreams and aspirations become a reality. Each of our clients have unique financial backgrounds and goals. We understand that in order to help our clients accomplish their financial goals, it is essential to build plans that are customized to each of their unique financial situations and expectations. Through Nobel Prize winning research, financial science, and our client centric planning approach, we help our clients accomplish what is most important to them. We work with our clients every step of the way to provide clarity, and help keep them on track, and make sure they make it to the finish line.

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Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisory., an SEC registered investment advisor. The Free Retiree, Securities America Advisors, and Securities America are separate entities. The Free Retiree Show is separate from Securities America Inc and Securities America Advisors. Career Advisor Sergio Patterson , Attorney Matthew are not affiliated with Securities America Advisors or Securities America Advisors. The opinions of Lee Michael Murphy, Sergio Patterson, and Matt McElroy do not reflect the opinions of their respective employers / companies. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Lee Michael Murphy CA Insurance License #0H18660 Copyright © 2022 . All Rights Reserved.