Investments
We will work with you based on your goals and risk tolerance to develop the proper investment plan. As an Independent advisor, we have access to a wide range of investments and services that allow us to recommend the most suitable investments for you on various platforms.
Investment Platforms
- IRA’s
- ROTH IRA’s
- Trust Accounts
- Individual/Joint Accounts
- Cash Management Accounts
- Insurance
- Business Accounts
- Employer-Sponsored Retirement Plans
- Lending Solutions
- Direct Investments with Asset Managers
Investments
- Mutual Funds
- Stocks
- Taxable & Tax-Free Bonds
- Money Markets
- Exchange Traded Funds (ETFs)
- Annuities
- Real Estate Investment Trusts (REITs)
- Private Equity Funds
- Managed Futures
- Third Party Money Managers
- Tax-Advantaged Investments
- And Much More…
The Investment Process
- Start with the end in mind, your Financial Goals, which are you life's dreams and aspirations. Dream Big!
- Look at where you are today by laying out your current Financial, Tax, Income and Family situation.
- 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.
- Get a written Investment Strategy Plan and implement it.
- 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
- Periodically Start the Process over because life happens and things change.
