INVESTMENT DISCIPLINE SCORE™

Your score is a map, not a verdict.

It reflects how clearly the discipline guiding your portfolio has been communicated to you — not how well your portfolio is performing or how good your advisor is at their job.

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Would you be interested in receiving our "Built for Changing Markets" Brochure?*
An educational brochure explaining how we use A Smarter Way To Invests™ Investment Discipline to help guide decisions as market conditions change.
Would you be interested in receiving a complimentary Investment Discipline review call?*
A brief, no-pressure call to review your results and answer questions in plain English. As well as a brief explanation of what our Investment Discipline is.
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You have a clear understanding of how investment decisions are made.

A high score suggests:

Z

You understand how risk is evaluated and managed

Z

You know when and why adjustments may occur

Z

Decisions follow a documented, rules-based discipline

Z

Communication and accountability are clearly defined

How to interpret this score:

Strong clarity supports confidence and consistency — especially during volatile market conditions. Even well-defined investment disciplines benefit from regular review, reinforcement, and a deeper understanding of how decisions are applied as markets evolve.

This assessment is brought to you by:

Briggs Financial Group

(810) 522-6685

info@bfgwealthadvisors.com

As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, financial, and/or legal advice. Please consult with a legal, financial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various fixed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.

For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your specific situation using risk on or risk off asset classes in your retirement portfolio.

Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.

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