Q: We met with someone who recommended PPE Stock Investing, We were wondering what type of investments you advocate for retirement planning.
A: Thanks so much for your question. In short, at CIA our focus is on multi asset class income investing. Rather than just focusing on one particular asset class or theme, like PPE investing, we believe in creating diversified portfolios customized to the individual to generate the income they need in retirement using a combination of dividend stocks, low cost ETFs, Fixed Income, Closed End Funds, REITs, Royalty Trusts and Pipeline Companies.
There are a limitless number of approaches. The key is finding the approach best suited for you.
If you would like to learn a little more about our approach we offer a free one hour consultation. I’d be happy to arrange a meeting for you.