Terry Bork
Financial Solutions
That Can Make
Your Life Better

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440-666-6032

Achieving Your Financial Goals By Addressing The Major Risks

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It's Time To Rethink How Assets Are Allocated

Goals based asset allocation provides an alternative strategy that challenges conventional wisdom on how assets are allocated.

Applying a goals based approach starts with defining your financial goal then matching the appropriate funding assets to that goal.

This process of asset liability matching then measures the asset’s effectiveness by how well it addresses the major risks: Income Taxes, Stock Market Volitility (losses) and Excessive Fees.

About Terry Bork

My Role - "Make Your Life Better"

I have found that what my clients are really interested in is how I can help “Make Their Lives Better". My main job is to provide financial leadership and oversight best accomplished by coaching and educating. It is often a transformational process, navigating through the financial noise, to promote positive change. The desired outcome is for them to be able to “Live the Life They Want Today and in the Future”.

My clients include highly compensated individuals, small business owners, financial institutions, and public companies. Areas of Financial Leadership include: retirement planning, investment management, insurance, executive compensation, business succession and estate planning.

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