Growing Your Future

We start by discovering your
financial goals.

Our advisors customize a plan to match your specific goals. There are so many possible goals. Here are a few examples: 
  • Wealth Accumulation
  • Retirement
  • New House
  • College Funds for children 

GOAL

To support children and grandchildren

GOAL

To buy or build a new home

GOAL

To build for retirement

GOAL

To accumulate wealth for the future
step toward getting somewhere is to decide that you will not stay where you are.

The
1st

Your goals are then
matched with a
tailored portfolio.

Once we have determined your particular situation, we tailor your portfolio to focus on capturing market returns, being well diversified, utilize structured funds, and minimize risks and fees.

CD Advisory Group is also able to focus market return rates based on how conservative or aggressive you wish to be.
Year
Conservative
Moderate
Growth
Aggressive
COMPOUNDED
ANNUAL RETURN
8.73%
10.49%
11.98%
12.92%
GROWTH OF $100K
INITIAL INVESTMENT
$3,362,000
$6,604,000
$11,587,000
$16,448,000
WORST 5-YEAR
PERFORMANCE
4.03%
1998-2002
2.70%
1998-2002
0.69%
1998-2002
-1.50%
1998-2002
BEST 5-YEAR
PERFORMANCE
17.10%
1998-2002
20.49%
1998-2002
25.95%
1998-2002
31.10%
1998-2002

See how your numbers could fare

Refine, refine,
and refine

After your custom portfolio is working for you, we ensure you're always on track towards your goals and changing life needs through our coaching programs. Your goals are our goals.