Your Path to Financial Security Starts Here
Wealth Management
The performance of any stock can fluctuate over time, and there is no guarantee of avoiding losses. Investors approaching retirement should carefully evaluate their investments. Conducting thorough research can help determine the right investments for your objectives.
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For a no-obligation appointment and review today
888-562-7270
Active Vs. Passive
Money Management
“Active” money management differs from “passive” money management. If your investments are actively managed, it indicates that you’re receiving guidance from a financial advisor on your investments with the goal of preventing losses. You see, if your investments are “passively” managed, no one is monitoring and overseeing them. For this reason, we’d recommend seeking out an advisor who can offer active money management.
Annual
Financial Meetings
We provide yearly client meetings where we examine our clients’ financial situation, the effectiveness of their current retirement strategy, and possible areas for improvement. The answer might not be as easy as selling you something and walking away. Your needs and situation can change over time. For this reason, we take the time to stay in touch with our clients and ensure that everything is operating as it should.
How can you tell whether your current retirement strategy is still beneficial to you?
A number of things will impact your investments over the course of a year. During our yearly meetings with you, we can help you stay on course. A few changes that could happen include:
- Your asset allocation may be out-of-balance
- Your portfolio may not be as diversified as you think
- Your financial goals may have changed
- Or, your life situation could’ve unexpectedly changed
- Laws also change: For example, changes in tax law happen frequently
Get Personalized Advice
Fill out the form to ask us any questions you may have or to schedule your annual financial meeting. Let us help you create a tailored plan to secure your financial future.