Is your Nest Egg at Risk?

Imagine having the ability to invest in opportunities that promise the highest possible rates of return while ensuring your capital is protected from losses, all without incurring any fees. This isn’t just a dream—it’s a reality backed by contracts with highly rated firms.

Fiscal Designs has introduced these innovative solutions under the name “Peaceful Portfolios.” This branding reflects the peace of mind they provide to their investor clients. For more information, visit www.PeacefulPortfolio.com.

The “Peaceful Portfolio” is an ideal choice for investors who find themselves in the following situations:

• Unsure about where and how to invest to achieve competitive rates of return.
• Concerned about potential losses during uncertain and volatile market conditions.
• Tired of paying fees that eat into their returns.
• Frustrated with trying to time their investments amidst market fluctuations.
• Interested in optimizing portfolios for legacy planning.

Take the story of Vince B., for example. As he approached retirement, he successfully repositioned his portfolio, avoiding the significant market losses of 2022. His retirement timeline remains intact, a fortunate outcome that contrasts sharply with many others nearing retirement.

A recent survey by Quicken revealed that “about 48% of individuals planning to retire in 2022 are either postponing their plans or reconsidering them. Additionally, 22% of those aiming to retire after 2022 are contemplating delaying their retirement dates.”

Fiscal Designs is a boutique independent firm dedicated to evaluating client goals and objectives. They compare various available solutions in the states where their clients reside, presenting optimal “Protect and Grow” strategies. Importantly, there are no advisory or consulting fees involved, and clients only incur nominal fees if they choose to enhance their rates of return in certain products. This means that 100% of client funds are invested, with Fiscal Designs being compensated directly by the investment companies through separate funds.

If you’re interested in exploring your options, feel free to reach out to Todd Friedman directly at: Todd@FiscalDesigns.com or visit www.PeacefulPortfolio.com.

About Todd Friedman: A former Army major with an engineering degree from West Point, Todd excels at solving complex problems. He has a proven track record across diverse industries and has mastered the art of designing and implementing solutions for optimal investment and insurance needs. Before founding Fiscal Designs, Todd held executive roles in financial services, healthcare, and technology organizations. Fiscal Designs proudly operates as a Service-Disabled Veteran Owned Small Business.

Todd resides in the greater Tacoma area of Washington state with his family. When he’s not assisting clients, he enjoys boating, golfing, wine tasting, and traveling.

Imagine having the ability to invest in opportunities that promise the highest possible rates of return while ensuring your capital is protected from losses, all without incurring any fees. This isn’t just a dream—it’s a reality backed by contracts with highly rated firms.

Fiscal Designs has introduced these innovative solutions under the name “Peaceful Portfolios.” This branding reflects the peace of mind they provide to their investor clients. For more information, visit www.PeacefulPortfolio.com.

The “Peaceful Portfolio” is an ideal choice for investors who find themselves in the following situations:

• Unsure about where and how to invest to achieve competitive rates of return.
• Concerned about potential losses during uncertain and volatile market conditions.
• Tired of paying fees that eat into their returns.
• Frustrated with trying to time their investments amidst market fluctuations.
• Interested in optimizing portfolios for legacy planning.

Take the story of Vince B., for example. As he approached retirement, he successfully repositioned his portfolio, avoiding the significant market losses of 2022. His retirement timeline remains intact, a fortunate outcome that contrasts sharply with many others nearing retirement.

A recent survey by Quicken revealed that “about 48% of individuals planning to retire in 2022 are either postponing their plans or reconsidering them. Additionally, 22% of those aiming to retire after 2022 are contemplating delaying their retirement dates.”

Fiscal Designs is a boutique independent firm dedicated to evaluating client goals and objectives. They compare various available solutions in the states where their clients reside, presenting optimal “Protect and Grow” strategies. Importantly, there are no advisory or consulting fees involved, and clients only incur nominal fees if they choose to enhance their rates of return in certain products. This means that 100% of client funds are invested, with Fiscal Designs being compensated directly by the investment companies through separate funds.

If you’re interested in exploring your options, feel free to reach out to Todd Friedman directly at: Todd@FiscalDesigns.com or visit www.PeacefulPortfolio.com.

About Todd Friedman: A former Army major with an engineering degree from West Point, Todd excels at solving complex problems. He has a proven track record across diverse industries and has mastered the art of designing and implementing solutions for optimal investment and insurance needs. Before founding Fiscal Designs, Todd held executive roles in financial services, healthcare, and technology organizations. Fiscal Designs proudly operates as a Service-Disabled Veteran Owned Small Business.

Todd resides in the greater Tacoma area of Washington state with his family. When he’s not assisting clients, he enjoys boating, golfing, wine tasting, and traveling.