Asset Cycle

Asset Cycle

At GNZ Financial, we believe you should plan first and invest second. Popular strategies like asset allocation and rebalancing are the main approaches the financial industry uses in retirement. While these strategies can bring value to a portfolio, they are NOT a retirement plan.

Your Retirement Plan should function as a business. Every dollar in your portfolio has a task. If your assets are not designed to perform specific duties, how can you be sure your plan will achieve the goals you desire?

GNZ Financial utilizes a trademarked strategic approach to retirement planning known as the “Asset Cycle Portfolio System.” The goal is to give a specific job description or “task” to each set of assets. This approach does not allocate assets; instead, assets are designated to achieve specific goals—short term income, mid-term income, long term growth, etc.—regardless of market or economic conditions.

For more information on the “Asset Cycle Portfolio System,” please watch our video. This system personifies are commitment to planning first and investing second in order to give our clients peace of mind concerning their retirement goals.

Greg Zott is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. GNZ Financial Services is not affiliated with USA Financial Securities.

Greg Zott is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ; FL; MI. For investment advisory services these states include: AZ; FL; MI; WA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.


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