How Do You Manage the
Risks of Your Investments?
Our Process for Investment planning involved building an asset allocation portfolio based on your needs, risk tolerance and time horizon to help you accomplish your investment goals.
Step 1: Understand Your Objectives.
- Why are you investing?
- Retirement
- College Funding
- Leave an Inheritance
- What is your time horizon?
- What is your risk tolerance?
- What is your investment experience?
- Are you looking for tax benefits?
- Do you need liquidity?
- What are your expectations for return?
- Is this for a qualified Retirement Plan?
- 401(k), 4013(b),
- SEP Ira
- SIMPLE
- Defined Benefit Plan
- 412i Defined Benefit Plan
- Traditional IRA
- Roth IRA
Step 2: Recommend Products to fit your needs
- Mutual Funds
- Fixed Annuities
- Indexed Annuities
- Variable Annuities
- Fee Based Asset Management
- REITs
- Unit Investment Trusts
- Stocks/Bonds
- Brokered CDs
Step 3: Help You Implement your investment Strategy.
Step 4: Review your portfolio with you on a periodic or as needed basis.
Please note: We primarily work with clients who are looking for long term investment options. We do not get involved in day to day stock trading. We believe in the risk management with the fundamentals of asset allocation strategies.
Conservative investors?
Ask us about the different investment products and income planning solutions that are available.
