“CREATING YOUR ASSETS” – THE NEW INVESTOR:
Regardless of how much money you are able to invest, in order to create your wealth you must set a goal and take initiative. Determining how much risk you are willing to take, how much of your earned income you are willing to save, and most importantly which strategy, or Investment Plan, you should use are the three basic steps to getting started. This can be a daunting task, especially when choosing how much to save. While spending less and saving more can create the lifestyle that you and your family desire, finding an investment strategy you are comfortable with and will stay focused on is the most critical element. I can help.
“COVER YOUR ASSETS”– THE ESTABLISHED INVESTOR:
What do you do with all of the savings? Cover, or rather protect, them. WEALTH MANAGEMENT could have several meanings, but in simple form it is an investment management discipline that incorporates financial planning, portfolio management and a number of other financial services. These services should include but not be limited to a written financial plan, annual meetings, proactive tax planning (between the Investor, CPA and the Financial Professional), Insurance planning, and most importantly Estate or Legacy Planning.
“CASH-IN YOUR ASSETS” – THE RETIRED INVESTOR:
Your wealth management plan has brought you far, and now you have saved enough money to retire and enjoy the fruits of you labor. How do you cash in your assets? Which accounts do you take the money out of first? What investment products should you be using during this stage of your life? The final stage in investing can be the most critical. Imagine working a lifetime to build a successful retirement nest egg and suddenly losing 50% or more because of poor economic conditions.
With the assistance of Wealthvision, a sophisticated financial planning software program, I can help you with every stage of investing. Call for more details.
You can also watch a video that explains how this sophisticated tool works by clicking here.
Financial Planning is offered through LPL Financial, A Registered Investment Advisor
LPL Research looks at what’s driving value’s 2022 outperformance, the technical trading setup for growth and value, and more.
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