Rusty Donohue, CLU, ChFC is a fiduciary financial advisor. A fiduciary financial advisor is held to an extremely high standard of ethical care to represent his clients’ best interests regarding their total asset portfolio management. As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Sound Income Strategies, an SEC Investment Advisory Firm that specializes in building actively managed investment portfolios based on your goals and objectives.
Sound Income Strategies focuses on fixed-income investing to provide its clients with more reliable and dependable sources of income for retirement. By attempting to limit the downside through income based investments, Sound Income Strategies strives to achieve more consistent growth of your money for years to come.
As fiduciaries, we are not paid commissions. Rather, we manage your assets for a fixed fee as an incentive to not only help preserve your life savings, but to grow it in a more conservative manner.
The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements. Instead of being constrained to a “fixed mix” of asset classes, Sound Income Strategies employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes, and, if needed, move to cash.
I look forward to discussing your options with you. I will work with you to create comprehensive solutions that will help you earn income during retirement. Please give me a call to schedule an appointment.
All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Texas Retirement Solutions and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Texas Retirement Solutions and Sound Income Strategies LLC are not associated entities.