Protecting Your Money
Alternative Investing
Using "alternative" investments may be a way to diversify your portfolio.* These types of investments may offer significant tax benefits as well.^
There are many types of alternative investments. For my practice, at this time (March 2025), for select clients, I focus on oil/gas wells and qualified opportunity zones (QOZs). While we all want a perfect fuel that is clean, that remains a wish. We will be needing oil and gas for as long as most of us will live.
*Certain financial requirements are necessary in order to invest in alternatives or to view a prospectus. Distributions are not guaranteed and these investments may carry higher risks of illiquidity than standard investments. Like all securities, there is risk to principal. Not FDIC insured.
^Please consult your tax advisor regarding any potential tax benefits.
Properties pictured below are not in any portfolios and are merely examples of possible alternative investments.
Securities and advisory services offered through Centaurus Financial, Inc.,
member FINRA and SIPC, a registered broker/dealer and registered investment advisor.
6627 Bay Laurel Pl, Avila Village, CA 93424
Phone: 805-473-6679 Fax: 805-258-5476
CA Insurance License #0703952
Branch Office: 1186 E. Grand Ave., Arroyo Grande, CA 93420
Paine Financial Services and Centaurus Financial Inc are not affiliated.
Neither Paine Financial Services or Centaurus Financial, Inc. offer tax or legal advice.
This message is intended for residents of the United States of America in certain states only.
Please check with us to ensure we are registered in your state.
No investments are offered without a prior prospectus
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