PERSONAL INVESTMENTS

What do you want out of life? Answering that simple question is probably the most important step to achieving financial independence.

RETIREMENT INVESTMENTS

Everyone’s needs are different, and Semaphore will develop a personal retirement strategy that fits you best.

ASSET ALLOCATION

We actively manage and oversee your investment portfolio to make sure your investment needs and objectives are met.

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PERSONAL INVESTMENTS

Pay Yourself First

What do you want out of life? Answering that simple question is probably the most important step to achieving your goals of financial independence. Once you know what you want, all you need to do is lay the groundwork to obtain it. That’s where we come in.

Our consultants have been responsible for providing advice and managing the personal financial affairs of individuals for over 20 years. We work in a 3-step process:

  • Client Interview: We gather information on your current financial situation and discuss what you want to accomplish with your assets in the future.
  • Develop Your Financial Blueprint: After evaluating your information, we determine how and where your money should be invested for maximum benefit and present you with a customized plan.
  • Follow-Up: Our advisors contact you regularly throughout the year to make sure you are on track to meet your financial goals.

 

At this point, you are already following the best practices for building financial success as practiced by many of the world’s high-net worth individuals. What’s more, you’ve laid out the goal of your plan on your own terms.

Securities and Advisory services offered through American Independent Securities Group, LLC., A registered broker/dealer. Member: FINRA (http://www.finra.org) / SIPC (http://sipc.com). Semaphore is not affiliated with American Independent Securities Group, LLC. This site is for informational purposes only and does not constitute any offer to sell, or a solicitation of an offer to buy, any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered, or are exempt from registration.

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Simply type in your current or prospective broker’s name to see employment history, certifications, and licenses—as well as regulatory actions, violations or complaints you might want to know about. You also can get information about your broker’s firm. There’s no reason not to check http://brokercheck.finra.org/.

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RETIREMENT

Securing Your Retirement

When thinking about your financial future there are a lot of choices regarding retirement accounts, traditional IRAs and 401(k)’s. The choices can be overwhelming. Recent changes in the tax code have led to the development of new programs and new ways to make your money grow.

Semaphore Investments will review your current IRA or 401(k) investments to make sure you are getting the most out of your plan. Everyone’s needs are different, and Semaphore will develop a personal retirement strategy that fits you best.

 

Securities and Advisory services offered through American Independent Securities Group, LLC., A registered broker/dealer. Member: FINRA (http://www.finra.org) / SIPC (http://sipc.com). Semaphore is not affiliated with American Independent Securities Group, LLC. This site is for informational purposes only and does not constitute any offer to sell, or a solicitation of an offer to buy, any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered, or are exempt from registration.

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Simply type in your current or prospective broker’s name to see employment history, certifications, and licenses—as well as regulatory actions, violations or complaints you might want to know about. You also can get information about your broker’s firm. There’s no reason not to check http://brokercheck.finra.org/.

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ASSET ALLOCATION

How Balanced Is Your Portfolio?

We’ve all heard that investments should be diversified. Diversifying a portfolio can help to limit your exposure to risks caused by normal fluctuations in the financial markets. At Semaphore, we take an active management role to oversee your investment portfolio and collaborate with you to make sure your investment needs and objectives are met.

As a member of the Semaphore family, you’ll have experts at your disposal whom you can rely to perform the following:

    • Periodically Recalibrate Your Portfolio. Semaphore Investments uses sophisticated asset allocation modeling tools to achieve true diversification of your investments. Our software tools will analyze your portfolio and discover vulnerabilities that others could easily miss.
    • Know Your Investment Profile. Any asset allocation strategy needs to take into account your investment time horizon as well as the degree of your aversion to risk. At Semaphore, we make it our business to know not only what you have and what you want to do with it, but also your long-term goals and your personal investment style.

 

Securities and Advisory services offered through American Independent Securities Group, LLC., A registered broker/dealer. Member: FINRA (http://www.finra.org) / SIPC (http://sipc.com). Semaphore is not affiliated with American Independent Securities Group, LLC. This site is for informational purposes only and does not constitute any offer to sell, or a solicitation of an offer to buy, any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered, or are exempt from registration.

FINRA oversees the people and firms that sell stocks, bonds, mutual funds and other securities. Simply type in your current or prospective broker’s name to see employment history, certifications, and licenses—as well as regulatory actions, violations or complaints you might want to know about. You also can get information about your broker’s firm. There’s no reason not to check http://brokercheck.finra.org/.

ABOUT SEMAPHORE

Providing customized services for clients across the country, we take an all-encompassing approach to meet all your financial needs. Whether you’re an individual, small business, or large corporation, we’re committed to providing you with the highest level of personal attention. Accounting, tax preparation, insurance and wealth management are just a few of our specialties.

Located in sunny Southern California, in Irvine, by the Irvine Spectrum, our firm has been providing financial solutions for over 20 years and has earned a reputation of providing expertise and developing successful long-term relationships based upon trust.

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INVESTMENT HOURS

Monday – Friday: 8:00AM – 4:00PM

CALL

Toll-Free: (800) 289-6973
Local: (949) 305-1100

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