(Available only with Wealth Management Services)
Deciding how to invest on your own can be confusing and overwhelming.
It is important to have a trusted partner to work with who understands what you are trying to accomplish and helps you find an avenue to achieve your goals.
As we work together in an ongoing relationship, we begin the process by creating a plan which will help you establish your goals, time horizons, and risk tolerance level. The next step is to determine an asset allocation that best suits your needs. Once done, we select your optimal investment portfolio. As a result of doing the background work in the plan prior to investing, you are making educated decisions. Find the right balance between risk and safety while taking advantage of the power of compounding.
Steps in Investment Management
Establish your goals, time horizons, and risk tolerance level in the financial life plan
Establish an asset allocation that best suits your needs
Determine specific investment recommendations
Implement the recommendations
Rebalance annually as needed