Options Analysis & Strategy

Whether you have already developed an option strategy, or are interested in making options a part of your investment plan, Annex Wealth Management can help you understand what path may best serve your goals.

Options and other financial derivative strategies involve complexity and a layer of risk investors may not realize. Some don’t realize the added work required to monitor, trade, and track the details to implement an options strategy.

Our analysis begins with a strong understanding of your investment and financial goals, and then considers the paths that best serve your goals and tolerance for risk. Options are volatile and should be used cautiously. We can help mitigate risk and potentially provide additional income, if an option strategy is appropriate for your financial plan.

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