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Month: July 2015

QLACs may allay fears of dying ‘dead broke’

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The Bakersfield Californian July 16, 2015 A client came into my office the other day. She was so excited about telling me an “amazing” story, which she somehow thought validated her long-disputed retirement plan. It seems her sister worked for an old country doctor in rural Kansas. Although the doctor was well into his 80s, … Read more

Portfolio Newsletter 2Q 2015

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I am happy to report the performance of all portfolios continues to exceed my expectations. I hope you will be equally pleased. The continued source of these returns lies within the diversification and sector selection of the equity portion in these portfolios. In this newsletter, you will be updated on some structural changes, my strategic … Read more

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Advisory services offered by Atlas Financial Advisors Inc., a Registered Investment Advisory firm. The opinions expressed on this site are those solely of Steven Van Metre and do not necessarily represent those of Steven Van Metre Financial or Atlas Financial Advisors, Inc. (AFA). This website is made available for educational and entertainment purposes only.

Steven Van Metre is an insurance broker (CA License #0D45202) and Investment Advisory Representative (CRD #4994543) of Atlas Financial Advisors, Inc. This website is for informational purposes only and does not constitute a complete description of the investment services or performance of Steven Van Metre Financial or Atlas Financial Advisors, Inc. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. A copy of AFA’s Part II of Form ADV and privacy policy is available upon request. This website is in no way a solicitation or an offer to sell securities or investment advisory services.

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