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.

Ready to achieve financial success?

Subscribe to our Newsletter Now!

Advisory Services offered through Securities Americo Advisors Inc a Registered investment Advisor with the Securities and Exchange Commission, secundes offered through securities America inc, Member FINRA/SIPC THE Free Retires, Securities Amered Advisors, and securities America ne ore separate entities. The Free Buttres, Securities Amarico advisors, and Securities Amenco me and its representatives do not provide to or ingat advic chamfort is important to coordinate with your tax or legal advince repording your specific situation Feedspots 60 Best Retirement Podcasts award in given based on a ranking af relevant prodcasts utiluing downlood and streaming traffic, social media followers, show reviews domain authority and freshness. This award should not be viewed as representative of any one clients experience and should not be taken as an indication of performance by the financial professional nor of client performance. There is not a fi pars in stange for this award, 2023 all rights reserved Lee Michael Murphy CA Since Lic # 0H18660

FeedSpot’s 60 Best Retirement Podcasts award is given based on a ranking of relevant podcasts utilizing download and streaming traffic, social media followers, show reviews, domain authority and freshness. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by the financial professional, nor of client performance. There is not a fee paid in exchange for this award.