Tradewinds Financial Group has best clients in the world

For the Sidney Daily News



SIDNEY — “At Tradewinds Financial Group, we can honestly say that we have some of the best clients in the world, and we are proud to serving our families in the greater Sidney area,” said David Gaylor, founder of the group. “As financial advisers we are honored with the trust placed in us by our clients, and with their help we have been able to bring comprehensive financial planning services to over 400 families in the greater Sidney area.”

Gaylor, who is a financial coach and author, founded Tradewinds Financial Group in 2002. He uses his proprietary Income Allocation Methodology to help his clients build a stable and dependable stream of income during retirement.

His report continued:

My income allocation methodology has been featured on Fox, NBC, CBS, ABC and Yahoo! Finance. The income allocation methodology uses low risk, low volatility investment strategies that are designed to be defensive in volatile markets and opportunistic during times of growth.

While 2015 was rough on the general markets, with all sectors taking a beating, including: commodities, treasuries, bonds, stocks, and even Warren Buffett’s Berkshire Hathaway taking a 13 percent hit! Clients using my Income Allocation Methodology were able to protect their portfolios from the majority of the market volatility through the use of investment strategies that are designed to protect against downside risk.

Looking forward, 2016 is going to be a difficult year for investors. There are a number of issues at play in the market today, forces that will take time to reconcile and may not change any time soon. CNBC is predicting a recession worse than 2008, and while we do not know what the future holds, many economists are predicting that the volatility we are experiencing today will continue for the foreseeable future.

If you have not re-evaluated your investment strategy in the last six months, now is the time to do so. It’s time to stress test your portfolio and ensure that your investment strategies will hold up under further market volatility. To those in retirement or near retirement, take a moment and google “sequence risk.” Sequence risk, is the risk of compounding your losses by withdrawing money before your investments have recovered their original value. Significant losses in the first 5-10 years of retirement can have a significant impact on ones retirement savings.

Is your retirement a “hope & prayer” strategy or a “I know so” strategy? Don’t you deserve better?

I am also the author of the retirement planning books “The Retirement Challenge” and “Income Allocation – It’s Not About Your Lump Sum, It’s About Your Income.” I publish a weekly financial column and teaches regular retirement planning and income allocation workshops at Edison Community college.

Tradewinds Financial Group is a member of the Better Business Bureau, and a recipient of the Beutification Award by the Sidney Chamber of Commerce. To learn more about the Tradewinds Retirement team, visit their website

I am an investment adviser representative with Precision Capital Management. Investment advisory services are offered through Precision Capital Management, an SEC registered investment adviser.

Investment advisory services are offered through Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the adviser has attained a specific level of skill or ability.


For the Sidney Daily News