So many reasons to choose us.

All of the above approach.

All of the above approach.

Our holistic approach to investing, and decades of experience, has helped shape how we engineer hybrid portfolios to not only capture market returns but protect the heart of your earned savings.

We recommend a globally-diversified portfolio in 48 countries, passively managed, and tailored for your risk and time horizon, and focusing on lowering trading costs and principal protection. 

Our goal is to learn everything about you and your unique situation. We want you to be confident that you understand not only where you are but where you are going.

More than just a service.
We offer an education.

We properly educate our clients to understand how and where their going and what to expect. We strive to keep our clients engaged and confident in their decision with CD Advisory Group’s coaching program where we educate you on how the portfolio works and how we’re lowering risk and capturing market returns and lowering fees inside your portfolio. You can also tune in to Retirement Answers with Margaret Hixon to stay connected to what’s going on.

Take a look inside.

CD Advisory Group works only in a fiduciary capacity to ensure that we work in your best interest and not our own. We want to show you your portfolio’s fees and how we can lower taxes through our tax recapture program. We believe your portfolio needs to be diversified in retirement and that your income needs to be guaranteed. Each portfolio is designed to not only grow but provide you the security that you won’t out live your assets in retirement.

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Tax Recapture
IRA Recapture is a planning strategy designed to reduce income taxes and enhance benefits. It accumulates IRA and qualified plan retirement money.

IRA Recapture eliminates Required Minimum Distributions (RMDs) at age 70 1/2. This plan is not a roth conversion, and IRA Recaptures are IRS compliant. 

You will save between 35%-40% on your taxes by taking advantage of our IRA Recapture plan!

This is a way to increase the value of your retirement assets to your family.The future money generated from an IRA Recapture is tax-free, so everything gained can go toward benefiting the heart of your investment.
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Hybrid Portfolio
CD Advisory group separates your assets into a "Safe" category and a "Risk"category. Our hybrid portfolios ensure the money you can't afford to lose isnever lost.

At the same time, the money you can afford to invest in the market is globally diversified to safely leverage growth within the world economy.

The hybrid portfolio is designed to ensure that your income is protected, and that you never outlive your assets.
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Fiduciary Rule
CD Advisory Group is a fiduciary. This means we HAVE TO BY LAW put the client, you, first. Our interests are always second to yours.

For example, if an 80 year old client, with $100,000 to her name, comes to CD Advisory Group for financial planning and advising, we have an obligation to ensure we prudently invest their savings. This way their economic well-being is protected from the hands of a risky and costly advisor.

As a fiduciary, CD Advisory Group has made the moral and legal commitmentto putting clients best interests first. You will always be on the winning end of any conflicts of interest.
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IRA Recapture

Hybrid Portfolio

Fiduciary Rule

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