Investment Planning
What Is Investment Planning?Investment planning is the process of figuring out how to turn the amount of money you have now, into the amount of money you need to live your retirement your way.
There are thousands of different investment products in the market and they all come with different growth potential as well as different risk potential. Working with our Certified Financial Planners will provide you with the advice you need for success! Several factors need to be taken into consideration such as how much money you currently have invested, what that money is invested in, how long before you plan to retire, how much you are able to invest between now and retirement age, and how much money you'll need in retirement. Then based on this information, we can determine the right product with the right balance of growth potential and risk to give you piece of mind knowing that you're on your way to a comfortable retirement. We also monitor your investments regularly to ensure they are performing the way we need them to, in order to accomplish your goals. If they aren't, we will consider making changes to your investment portfolio (with your permission) to get you back on track. Also, most of the investment products we recommend are actively managed, which means that the company that offers the investment product watches over it carefully to make sure it's performing well. If it's not, they will make adjustments on their end. Naturally, investments fluctuate with the market...that's just the way it works. But by having both the issuer and us monitoring your investments, you're success rate will be much higher than if you were to try to navigate this process on your own. |
Summary
Investments can be scary because they seem very complex and risky...but they don't have to be.
Once we get an understanding of what your desired retirement looks like, we'll do all the research to determine which investments will work best for you and together we'll make the right choice.
You'll know what you're investing in and why it makes sense to do so.
We are fully transparent and you are always in control!
Once we get an understanding of what your desired retirement looks like, we'll do all the research to determine which investments will work best for you and together we'll make the right choice.
You'll know what you're investing in and why it makes sense to do so.
We are fully transparent and you are always in control!