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Investment accounts can help give you the retirement security you desire. The professionals at Semler Financial Group have the knowledge, experience and resources to help guide you every step of the way.

Investment Strategies

The professionals at SFG build personalized portfolios and investment strategies that align with our client’s goals, time horizons and risk tolerance.

Many of our clients had questions like:

    1. How much income will my retirement assets produce when I retire?
    2. How do I increase my retirement income?
    3. Now that I’m retired should I change my investment strategy?
    4. How much do I need to contribute to retirement?
    5. What other strategies should I consider outside of my 401(K)?
    6. Can I consolidate the multiple accounts I have?
    7. What age should I start taking social security?