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O'REILLY FINANCIAL, LLC
Myles O'Reilly, Series 66
Investment Advisor Representative
970-672-8072
myles@strategic4u.com
A Good Strategy Beats Performance

Managing risk is key to protecting your Retirement!

You want your portfolio to grow; but how much growth are you really expecting and is it a realistic goal based on the amount of risk you are willing to take. The foundation of your portfolio must be based on your tolerance and understanding of RISK associated with your investment choices!

As a fiduciary, it is my responsibility to understand the order of each client's priorities and create a strategic portfolio in accordance with those objectives. Creating realistic expectations of risk and reward are key to a healthy relationship between client and advisor. A well planned strategy, that performs in accordance with my client's expectations has kept my client's happy for more than a decade. 

 I take great pride in listening to my clients as well as educating them so that not only do I understand their priorities and objectives but that they thoroughly understand the opportunity vs. the risk elements in every investment decision we make.

Call or e-mail me personally to discuss any questions you may have about your investment choices or to schedule a free consultation to review your retirement plans with no obligation.


Let's talk.


Myles O'Reilly
970-672-8072
myles@strategic4u.com

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 Disclaimers:
Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor.  O'Reilly Financial, LLC and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that (Adviser's firm name) and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Retirement Wealth Advisors.   

 


This communication is strictly intended for individuals residing in the state(s) of CO, IL and MO. No offers may be made or accepted from any resident outside the specific states referenced.
 


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