Investment Planning

Ask yourself:

  • Do I have a process or policy for making investment decisions?
  • How have I made investment decisions in the past?
  • Is my overall portfolio efficiently diversified and does it have a reasonable probability to meet my needs?
  • Is my after-tax portfolio tax-efficient?
  • How do I transition from an accumulation goal to an income goal?
  • Do I have too many accounts at different institutions?
  • How will my accounts perform during the next market downturn?

In Investment Planning, our goals are our clients' goals. We strive to build a portfolio that will give our clients' the confidence and peace of mind that their portfolios are going to meet their objectives. Cash flow planning, risk management, and tax-efficiency are just a few of the factors that we take into consideration when designing each client's recommended portfolio.

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