Portable Income

Liquid Strategies, LLC. is a Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the advisor has attained a particular level of skill or ability. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Options are not suitable for all investors.

There are risks involved in any option transaction or strategy. A decision as to whether, when and how to use options involves the exercise of skill and judgement and even a well-conceived option transaction may be unsuccessful because of market behavior or unexpected events.  The prices of options can be highly volatile, and the use of options can lower total returns.   Individuals should not enter options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at https://www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Liquid Strategies LLC claims compliance with the Global Investment Performance Standards (GIPS®).

To receive a GIPS® compliant presentation please visit the Liquid Strategies GIPS® Page

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.