Build and adjust diversified portfolios using stocks, bonds, mutual funds, ETFs, and alternatives based on client goals.
Some clients need tailored asset allocation to balance risk and reward in volatile markets.
Designed retirement strategies integrating traditional investments with tax-advantaged accounts (e.g., IRAs, 401(k)s).
Boomers and Gen Xers want secure, growth-focused retirement plans amid rising costs.
Pair traditional investments with insurance products (e.g., life, disability, long-term care, variable life) for wealth protection.
Clients seek comprehensive plans
Structure traditional investments for generational wealth transfer (e.g., trusts, tax-efficient withdrawals).
We provide sessions on stocks, bonds, funds, and portfolio basics for clients, families, or businesses.
For beginners and DIY investors that want foundational knowledge
Assess portfolio resilience against market downturns, inflation, or interest rate shifts
Run simulations, adjust allocations (e.g., more bonds), and tie in insurance for downside protection.
Evaluate and provide alternatives (e.g., real estate funds, private equity, commodities) for portfolio diversification.
Have a 1-hour (FREE) consultation to discover and learn where and how you can optimize and enhance your insurance plan. Specific to your short/long-term financial planning goals and needs.
Disclosures – Ego Death Financial LLCRIA Status
Ego Death Financial LLC is a solo Registered Investment Adviser (RIA) with the New Mexico Securities Division (CRD# 335569) under NMSA 58-13C. Registration does not imply skill or endorsement.
Services
We offer financial planning, investment management, and Bitcoin-only (BTC) consultation:
Custody
We don’t custody assets. Clients use River Financial, Onramp Bitcoin, Altruist, or Charles Schwab. Fees
Cancellation
Terminate with written notice with 30 days written notice; $50 fee applies. Unearned prepaid fees refunded pro-Rata.
Referrals
Referral links to River Financial, Onramp Bitcoin, Ledger, Crypto.com, and Gemini offer $50–$100 bonuses to Ego Death Financial and you—a conflict of interest to consider.
Discretionary Authority
We may trade traditional assets in discretionary accounts without consent, based on quarterly reviews or trends. Bitcoin trades require your explicit direction. Conflicts
Risks
Bitcoin: volatility, legal/tax uncertainty (consult professionals), cyber risks, no FDIC/SIPC. Traditional assets: market, liquidity risks. Past performance isn’t predictive. Oversight
New Mexico Securities Division (505-476-4580). Verify us at adviserinfo.sec.gov. $10,000 net worth maintained (NMAC 12.11.5.23(C)). Disciplinary
No legal or disciplinary actions as of February 27, 2025.Limits
No tax, legal, or accounting advice. No guarantees of investment results. We’re not liable for client omissions affecting advice.
Client Duty
Provide accurate info; omissions are your responsibility.
Contact
Alexander Roberts
alexander.roberts@egodeathfinancial.com
+1(505) 456-0390 Updated: February 27, 2025
Ego Death FInancial LLC
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