OUR SERVICE
At John Daniels, CPA, we work with our clients and tailor our services to fit their specific needs. We combine personal attention and access to the highest technical expertise and specialized knowledge levels. Timely communication and responsiveness are hallmarks of our client relationships. These attributes support our objective of helping you reach your financial goals.
We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace to provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us to deliver superior service and act as a trusted business adviser.
A detailed listing of the services we provide is set out below. Look at what we have to offer and how we can help you or your business.
Option Enhanced Portfolios
Our Option Enhanced Portfolios™ are a powerful approach that combines the best of all worlds: income enhancement, growth potential and downside protection.
Option Enhanced Portfolios™
Boost Income with Calls:- Covered Calls: Imagine earning extra income while holding a solid, diversified, US exchange-traded funds (ETFs). Our strategy involves selling “covered” calls against your ETF positions. You keep the premium, and any potential delivery obligation is no problem since you own the ETF. It’s like collecting rent on your investments!
- Strategic Strike Prices: We set the strike price high enough or far enough in the future to minimize the chances of liquidating your position. You benefit from the premium without sacrificing long-term gains.
- Puts: Puts are your financial safety net. When markets get rocky, our Option Enhanced Portfolios™ use puts to shield your holdings. Buying a put gives you the right to sell the underlying security at a specific price. It’s like having an insurance policy for your investments.
- Volatility: We all know the markets go up and the markets go down. And sometimes ithe markets go way down. Unlike the ill-fated “portfolio insurance” of the past, our approach is grounded in volatility awareness. We pay attention to market fluctuations and use puts strategically.
Why Choose our Option Enhanced Portfolios™?
- Income Plus Safety: It’s the best of all worlds. Earn income from calls and allow for growth potential even while safeguarding your portfolio with puts.
- Tailored to You: We customize strike prices and options based on your risk tolerance and financial goals.
- Expert Guidance: Our seasoned advisors navigate the options market with precision. No guesswork—just results.
Ready to Amplify Your Portfolio?
Remember, the Option Enhanced Portfolios™ aren’t just strategies —they are your ticket to a smarter, more resilient investment journey. Let’s make your portfolio work harder for you!
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