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Investment
Planning

"Sell high, buy low, and never put all your eggs in one basket."

Our investment planning solution is best utilized by the "do-it-yourself" investor. When it comes to investment planning, the advice we give is tied to an academically backed philosophy.

Our investment planning solution is integrated with your overall financial plan to help depict how too much risk, over-concentrated stock positions, and other investment decisions affect your long-term portfolio.

We firmly believe that a well-diversified portfolio that is rebalanced over time will yield positive results in long-term investing.

Investment
Analysis

"Are you invested efficiently.."

Many of our clients have experience investing before getting in touch with us and ask if they're invested efficiently or correctly.

During the investment analysis phase of your financial plan, we look at your current investments and review things like cost, concentration, diversification in both sector & geography, and tax efficiency.

We utilize this information along with your future financial goals and risk tolerance to provide guidance to help you establish a well-rounded investment portfolio that will help you get through the highs and lows of the market.

Investment planning and reporting concept. Closed up of investment planning report contain

QUESTIONS WE HELP ANSWER

is my asset allocation mix a good fit for me?

WHERE SHOULD I INVEST IN MY COMPANY'S 401K?

HOW MUCH AM I PAYING FOR MY INVESTMENTS?

WHAT INVESTMENT ACCOUNT IS GOOD FOR ME?

WHAT IS THE BEST TAX EFFICIENT INVESTMENT?

IS MY PORTFOLIO WELL DIVERSIFIED?

rOTH ira VS. ira, WHAT IS THE DIFFERENCE?

IS LIFE INSURANCE A GOOD INVESTMENT?