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Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

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Home » Resources » Complimentary PDFs » 7Twelve® PDF download

7Twelve® PDF download

7Twelve PDF



A “Deliciously-Designed” Multi-Asset Portfolio

This complimentary 7Twelve® PDF will show you the investment philosophy behind 7Twelve® portfolio design, which can be related to a fine salsa recipe! With the S&P 500 volatility index having gone crazy with no end in sight, it may make sense to consider a multi-asset portfolio to bring some sense of stability.

This is a high-level overview and is intended for educational purposes only. Past performance is not indicative of future performance. Contact Us to help you determine if this is a proper investment strategy for you.

7Twelve® is a set of multi-asset portfolios designed and owned by Craig L. Israelsen, Ph.D. Kastler Financial Planning is a member of the 7Twelve® Partners Program, giving us license rights to the portfolio designs for use in developing client portfolios, when in the best interest of the client. We do not receive any commissions or referral fees.

Download this 16-chart 7Twelve PDF

With this complimentary PDF on 7Twelve® you can gain a high-level understanding of:

  • Investment Philosophy
  • Portfolio Design
  • Successful Investor Behavior
  • Long-Term Historical Comparisons
  • Implementation Options

7Twelve® Overview PDF

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248-793-7314

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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