FINANCIAL TOOLKITS

Investment Management

We partner with you to build investment strategies that help work toward your goals during different economic environments. We monitor the markets, world events, and any changes in your unique situation to make sure we are pursuing a strategy that is in your best interest. Your financial plan can be thought of as a puzzle with many pieces that fit together to reach your goals; investment management is only one of those pieces, but it needs to fit just right – a piece from someone else’s puzzle may not fit yours.

We offer various strategies in our fee-based service model – based on the level of assets under our management. Whether you want a focus on ESG (Environmental, Social, Governance) investments, tax-efficiency, or tactical volatility management. We work with you to implement a strategy that fits with both your financial and personal goals. Our approach to investment management complies with the high standards set by federal and state regulatory authorities for those acting in a Fiduciary capacity.

As advisors, and also as Certified Financial Planner™ practitioners, we know how important saving and investing are for your long-term goals. Creating and implementing an exquisite investment portfolio is still only one piece of the puzzle – this design must be monitored and adapted as your life and the world around you changes. Ideally, your investment portfolio should fit with your overall financial plan; what is good for some may not work for all.

See NYT article: Retiring Into a Shaky Market? Think Long Term Anyway - The New York Times

And if you haven’t already considered paying for a dispassionate analysis of where you stand, now may be that time. But you need to be careful here, too. Find a certified financial planner who promises to serve as a fiduciary, which means the planner will put your interests ahead of their own. In times of uncertainty, some extra hand-holding could save you from a costly mistake.

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
Stock investing involves risk including loss of principal.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.
Investing in mutual funds involves risk, including possible loss of principal.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

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