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Houston 2022

Introducing The Botsford Group

AWS has hosted ARCO Alumni for over a decade.  Our website and eNewsletters share stories about members, companies and opportunities we hope you agree are interesting and valuable to you personally and professionally. An ARCO Alumnus in Dallas introduced us to The Botsford Group and we share with you some investing and lifestyle options in the following story.

Retirement scenario #1, planning misstep: You retired or planned to retire but your portfolio was devastated by an economic meltdown. Now you don’t know if you can ever retire.

Retirement scenario #2, unforeseen misfortune: Everything you have worked for disappears in an instant. The trigger is a car wreck—involving you or your spouse or your children. Grief-stricken survivors sue. Your unprotected portfolio is drained overnight

Undesirable investment scenarios are a dime a dozen these days. However, according to financial expert Erin Botsford, you can secure and maintain your chosen lifestyle regardless of frivolous lawsuits or market ups and downs. The secret, says the adviser who heads The Botsford Group, is adherence to a guiding philosophy that protects wealth by blending risk management with lifestyle-driven investing.

Botsford asserts, “Protecting wealth remains the most important consideration. At Botsford Group we tell our clients:   ‘Assume the other shoe will drop and make sure you are positioned correctly.’ That’s why, despite the economic meltdown, not one Botsford Group client has had to alter their lifestyle, nor hopefully will any of them have to.”

Botsford’s credentials include being ranked 19 out of 100 in Barron’s list of top advisers. Her expert opinions are sought by investor news outlets such as Fortune magazine, Wall Street Journal, Investment News and CNBC.

The 52-year old financial professional is Founder and CEO of The Botsford Group, an independent firm headquartered in Frisco, a suburb of Dallas, and recognized by Barron’s for attracting and retaining its clients. Barron’s writes that this ability is “indicative of strong investment results”.