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Investment Stratagy

Investments

We will work with you based on your goals and risk tolerance to develop the proper investment plan. 

  • Stocks
  • Bonds
  • Money Markets
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Annuities
  • Alternative Investments
  • Real Estate Investment Trusts

The Investment Process

  1. Start with the end in mind, your Financial Goals, which are you life's dreams and aspirations.  Dream Big!
  2. Look at where you are today by laying out your current Financial, Tax, Income and Family situation.
  3. Do an assessment of your Risk Tolerance:
    • How much Risk are you willing to take from investment losses.
    • How much Risk do you need to take to achieve your goals.
    • How much Risk are you currently taking with your existing portfolio.
    • Balancing the Risk with the Reward for a happy medium.
  4. Get a written Investment Strategy Plan and implement it.
  5. At least Annually, Review your Investment Plan against your investment strategy to:
    • Rebalance the portfolio
    • Tax-Loss Harvest Gains and Losses to minimize taxes
    • Change investments as needed based on market conditions
  6. Periodically Start the Process over because life happens and things change.

Finally, work with an experienced Financial Advisor who can help make the process easy.