Investment Planning & Management

What We Can Do For You

Our approach to Investment Planning is rooted in three simple facts:

  1. Market timing is less critical to growing wealth than consistent dollar-cost averaging quality stocks and sector rebalancing.
  2. Maximizing risk-adjusted returns requires diversification of risk and asset class selection.
  3. Sound investment planning focuses on the long-term with an eye on matching investment horizons with cash flow needs.

We understand that a good financial plan is more than money. Your plan should consider your health, family, home, travel, entertainment, values, charities, and quality of life goals.

Here is a preview of our Investment Planning service process:

Understanding your financial goals: Through an intense yet structured "Getting to Know You" process, our team will understand what your personal and financial goals are, and we'll help you prioritize some of the most pressing short, medium, and long-term financial objectives you'd like to accomplish.

Analyze a point-in-time snapshot: The next step is to analyze where you are today regarding your savings and current investment portfolio. Sometimes, this phase of our review results in actionable steps that can immediately benefit you – like offsetting gains with losses to recognize current year tax strategy or selling call options to extend holding periods for capital gains or qualified dividends.

Propose an investment strategy: With a complete understanding of your current financial position and portfolio, we can design personalized investment strategies to help you reach your financial objectives. We might do this by developing a transition plan modifying your existing portfolio over time for tax advantages with select investments that align better with your personal financial goals.

Implementing the plan: Our Investment Planning approach is dynamic and constantly evolves with your changing circumstances. We'll guide and advise you on investment plan transitions as you go through life and lifestyle changes.

Watching over your investments: We'll monitor and review your investments, plans, and strategies in light of changing investment climates.

Consult, advise and counsel: Ours is an ongoing relationship. Our team will keep you informed through quarterly communications about proposed changes, risks, opportunities, and investment performance.

View Our Menu of Investment Services