top of page
You've worked hard your entire life, but still wonder...
Am I going to be OK when I retire?
How does my portfolio adapt to current market conditions?
Is my portfolio too risky?
How can I pay less taxes?
Is my advisor paying attention?
I GET IT.
When planning for retirement, there's a lot to consider.
Most people are unsure how much risk they are WILLING to take on and also how much risk they have CAPACITY to take. I created a process that takes the guesswork out of portfolio alignment along with what a person's goals are.
Minimize downside risk
Grow Your Investments
Peace of mind
We take the guesswork out of retirement planning so you can feel secure and excited about your future.
Enjoy a rich investing experience as you work towards your financial goals.
HERE'S WHAT MAKES ME DIFFERENT
Your portfolio will be designed to meet your willingness and ability to take risk.
A solid strategy designed around your goals and that make sense.
My goal is to minimize downside risk in falling markets and maximize gains in rising markets.
I will manage your money with a consistent solutions-driven process.
I am available to talk with you anytime you have a question or concern.
Stock market swings are normal and can cause investors concern. Just pick up the phone and give me a call.
I am a teacher at heart.
I want you to understand what you own, why you own it, and how it will benefit you.
I am a fiduciary.
I operate under a "Series 65" license. This means that I have a legal responsibility to put your best interests above mine. I don't take it lightly.
I operate with total transparency.
All fees are spelled out clearly before we do business. I do not accept commissions or work with commission-type products.
Reppond Investments, Inc.
Independent Registered Investment Advisor | 15,000 Hours of Research
Here's how it works
Schedule a Call
We'll analyze your tolerance for risk along with your capacity for risk.
Create a Custom Plan
We'll implement a strategy designed to give you peace of mind and set you up for success.
Enjoy your retirement
We want you to have the retirement lifestyle you desire.
I WORK WITH CLIENTS VIRTUALLY ACROSS THE UNITED STATES.
I WORK WITH CLIENTS IN MANY STATES.
Retirement is a fundamental lifestyle change requiring a shift in the way people invest
At Reppond, we believe the investment advisory industry often neglects to disclose adequately the risks versus potential rewards about products and services offered to individual investors.
We strive to deliver superior investment advice while being completely transparent regarding known and potential risks to the individual investor.
Together, we’ll help take the guesswork out of retirement planning, so you have more peace of mind and a portfolio designed to create financial freedom.
Get in Touch
bottom of page