PLANNING WITH A PURPOSE.

INVESTING WITH A PURPOSE. LIVING A LIFE REFINED.

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Can Your Financial Life Plan Be Done Better?

The answer is yes. Plan, invest and live your life with a purpose.

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The team at Precision Wealth Strategies not only focuses on liquidity management, employee benefits and 401K for business owners, but our integrated approach to consulting ensures you and your employees are set up for future financial success. 

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Our team provides financial advising and planning for group retirement plans, exit planning and business continuation. Offering services in tax planning and financial efficiency, you won’t have to worry about whether or not you could be doing more for your employees. 

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Our team offers expertise in cash flow plans, retirement, education and insurance. With next-generation investing and emergency accounts, the team at Precision Wealth Strategies works to make sure your loved ones are protected through strategic investments and planning! 
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Precision Wealth Strategies can assist you with personal financial advising for retirement, wealth planning, tax reduction strategies and more! With our customized financial plan, we can ensure our expert team will help you create objectives personalized to your life and future goals. 
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Macro Economics, Predictions, Forecasters & Inflation

By Darin Robinson • August 5, 2021
Wait . . . Inflation – what is that? “For a piece of information to be desirable, it has to satisfy two criteria: it has to be important, and it has to be knowable.” – Warren Buffett

Precision Wealth Long Term Investing Philosophy

By Doug Jones • May 29, 2020
When we reference Long Term or LT investing at Precision Wealth Strategies we are specifically speaking of investment strategies and models that are intended to be used for the portion of a Client’s overall portfolio that they don’t anticipate needing to draw upon for 10 years or longer. Using history as a reference, generally speaking when you have 10 years or longer to remain invested, then investing primarily in equities (ownership of company stock directly, or funds containing the stock of a diversified basket of companies) has resulted in a larger return. Restated more concisely, LT investing within our philosophies generally refers to funds that aren’t needed for 10-years or longer, and therefore have time to take advantage of the potential upside that is expected from equity investments over a long time horizon. 

Q3

Are You Planning for Quarter 3?

Action Items to Address in July, August & September
  • Is everyone on the same page for the strategic plan?
  • What specific tactics need to be scheduled?
  • Have recent events caused the need for changes in your financial plan? 
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Precision Wealth Events

Find An Event Near You

Serving clients across the nation, Darin travels frequently to see clients in the following areas: Charleston, SC; Lafeyette, LA; St. Louis, MO; Lake of the Ozarks, MO; Jefferson City, MO; Columbia, MO; Dallas, TX; Austin, TX; Scottsdale, AZ; Naples, FL; and Miami, FL. 


Our team works to connect current and prospective clients through special events and memorable experiences. Whether you attend a happy hour or dinner, our team wants you to have the opportunity to connect with other clients in your area. View our calendar and subscribe to our mailing list to learn about future events. Begin connecting with others and don’t forget to RSVP, so you can be placed on the guest list! 

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