Investment Planning Case Study

Investment Planning Case Study


  • Couple, ages 63 and 61, with a net worth of $4,000,000

  • Client held aggressive portfolio

  • Client thought they were ready to retire within a year 


  • Hired USAAM

  • Went through financial planning and investment process

  • USAAM implemented a "proactive strategy" with timely portfolio allocations to meet financial needs


  • Client used discretionary income to pay off debt aggressively

  • Reduced monthly expenses and kept a budget

  • Client now achieving exceptional returns with minimal market risk exposure 

Find out how our clients have benefited from our Financial Planning →

USA Asset Management is happy to provide a free, no-obligation second opinion on your financial situation. The process is simple, just give us a call at 888-872-8898


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