We have custom-designed an investment strategy exclusively for our clients with the appropriate risk profile. Called Structured Notes, their primary draw is that they provide a level of downside protection, while still allowing investors to participate in market upswings.
Learn more about our strategy that helps offset potential losses while benefiting from market returns. Find out why more and more of our clients are choosing Structured Notes over Annuities as a more simple, clean approach to investing with added protection.
Structured notes are complex products and may not be suitable for all investors. The components of any structured note can vary depending on the terms of the structured note. Investors must have a time horizon and investment objective that is consistent with the structured note.
There are a wide variety of structured notes available, with attributes which affect investor risks and potential rewards. Before making any investment decision, an investor should obtain advice from their financial, legal and tax advisers for information about and analysis of the investment, its risks and its suitability in their particular circumstances.
The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. By providing this information, Vora Financial Group, PLLC is not undertaking to give advice in any fiduciary capacity within the meaning of ERISA, the Internal Revenue Code or any other regulatory framework. Financial advisors are responsible for evaluating investment risks independently and for exercising independent judgment in determining whether investments are appropriate for their clients.
Advisory services are offered by Vora Wealth Management, PLLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Vora Financial Group, PLLC, an affiliated company. Vora Wealth Management, PLLC and Vora Financial Group, PLLC are not affiliated with or endorsed by the Social Security Administration or any government agency.