For the most up to date status for our Defined Risk Triggers, visit our Defined Risk page here.
Retirement Plan Info
Med First 401k plan Enrollment Information Video
If you have any questions on your new 401k plan, feel free to connect directly with Brett Campbell, CFP using the "Contact Brett" button below. We will respond within 24 hours. Thank you.
AFP Defined Risk Status
Our current bias to own stocks (or not) based on current risk levels present in the market.
Our bias of risk-on or risk-off for the equity portions of a strategic asset allocation is based on the precepts of our proprietary AFP Defined Risk Strategy. This strategy attempts to limit drawdown risks that are historically elevated when stock prices fall below their 200-day moving averages*. Past performance is no guarantee of future results.
* Informational Video
Your Plan Advisor(s):
Brett Campbell, CFP
Lyn Adams Jr, AIF, CFP